Thermostat with self-configuring connections to facilitate do-it-yourself installation

ABSTRACT

A thermostat is configured for automated compatibility with HVAC systems that are either single-HVAC-transformer systems or dual-HVAC-transformer systems. The compatibility is automated in that a manual jumper installation is not required for adaptation to either single-HVAC-transformer systems or dual-HVAC-transformer systems. The thermostat has a plurality of HVAC wire connectors including a first call relay wire connector, a first power return wire connector, a second call relay wire connector, and a second power return wire connector. The thermostat is configured such that if the first and second external wires have been inserted into the first and second power return wire connectors, respectively, then the first and second power return wire connectors are electrically isolated from each other. Otherwise, the first and second power return wire connectors are electrically shorted together.

CROSS-REFERENCES TO RELATED APPLICATIONS

This patent application claims the benefit of U.S. ProvisionalApplication No. 61/627,996 (Attorney Docket No. NES0101-PROV) filed Oct.21, 2011, entitled “User-Friendly, Network Connected Learning ThermostatAnd Related Systems And Methods.”

This application is also a continuation-in-part of the followingcommonly-assigned applications: PCT Application No. PCT/US11/61437(Attorney Docket No. NES0101-PCT) filed Nov. 18, 2011; U.S. Ser. No.13/034,666 (Attorney Docket No. NES0035-US) filed Feb. 24, 2011; U.S.Ser. No. 13/034,674 (Attorney Docket No. NES0006-US) filed Feb. 24,2011; and U.S. Ser. No. 13/034,678 (Attorney Docket No. NES0007-US)filed Feb. 24, 2011.

Each of the above-referenced patent applications is incorporated hereinby reference in its entirety for all purposes.

TECHNICAL FIELD

This patent specification relates to systems and methods for themonitoring and control of energy-consuming systems or otherresource-consuming systems. More particularly, this patent specificationrelates control units that govern the operation of energy-consumingsystems, household devices, or other resource-consuming systems,including automated compatibility of a thermostat with HVAC systems thatare either single-HVAC-transformer systems or dual-HVAC-transformersystems.

BACKGROUND OF THE INVENTION

Substantial effort and attention continues toward the development ofnewer and more sustainable energy supplies. The conservation of energyby increased energy efficiency remains crucial to the world's energyfuture. According to an October 2010 report from the U.S. Department ofEnergy, heating and cooling account for 56% of the energy use in atypical U.S. home, making it the largest energy expense for most homes.Along with improvements in the physical plant associated with homeheating and cooling (e.g., improved insulation, higher efficiencyfurnaces), substantial increases in energy efficiency can be achieved bybetter control and regulation of home heating and cooling equipment.

As is known, for example as discussed in the technical publication No.50-8433, entitled “Power Stealing Thermostats” from Honeywell (1997),early thermostats used a bimetallic strip to sense temperature andrespond to temperature changes in the room. The movement of thebimetallic strip was used to directly open and close an electricalcircuit. Power was delivered to an electromechanical actuator, usuallyrelay or contactor in the HVAC equipment whenever the contact was closedto provide heating and/or cooling to the controlled space. Since thesethermostats did not require electrical power to operate, the wiringconnections were very simple. Only one wire connected to the transformerand another wire connected to the load. Typically, a 24 VAC power supplytransformer, the thermostat, and 24 VAC HVAC equipment relay were allconnected in a loop with each device having only two externalconnections required.

When electronics began to be used in thermostats the fact that thethermostat was not directly wired to both sides of the transformer forits power source created a problem. This meant either the thermostat hadto have its own independent power source, such as a battery, or behardwired directly from the system transformer. Direct hardwiring a“common” wire from the transformer to the electronic thermostat may bevery difficult and costly. However, there are also disadvantages tousing a battery for providing the operating power. One primarydisadvantage is the need to continually check and replace the battery.If the battery is not properly replaced and cannot provide adequatepower, the electronic thermostat may fail during a period of extremeenvironmental conditions.

Because many households do not have a direct wire from the systemtransformer (such as a “common” wire), some thermostats have beendesigned to derive power from the transformer through the equipmentload. The methods for powering an electronic thermostat from thetransformer with a single direct wire connection to the transformer arecalled “power stealing” or “power sharing.” The thermostat “steals,”“shares” or “harvests” its power during the “OFF” periods of the heatingor cooling system by allowing a small amount of current to flow throughit into the load coil below its response threshold (even at maximumtransformer output voltage). During the “ON” periods of the heating orcooling system the thermostat draws power by allowing a small voltagedrop across itself. Ideally, the voltage drop will not cause the loadcoil to dropout below its response threshold (even at minimumtransformer output voltage). Examples of thermostats with power stealingcapability include the Honeywell T8600, Honeywell T8400C, and theEmerson Model 1F97-0671. However, these systems do not have powerstorage means and therefore must always rely on power stealing or mustuse disposable batteries.

Additionally, microprocessor controlled “intelligent” thermostats mayhave more advanced environmental control capabilities that can saveenergy while also keeping occupants comfortable. To do this, thesethermostats require more information from the occupants as well as theenvironments where the thermostats are located. These thermostats mayalso be capable of connection to computer networks, including both localarea networks (or other “private” networks) and wide area networks suchas the Internet (or other “public” networks), in order to obtain currentand forecasted outside weather data, cooperate in so-calleddemand-response programs (e.g., automatic conformance with power alertsthat may be issued by utility companies during periods of extremeweather), enable users to have remote access and/or control thereofthrough their network-connected device (e.g., smartphone, tabletcomputer, PC-based web browser), and other advanced functionalities thatmay require network connectivity.

Issues arise in relation to providing microprocessor-controlled,network-connected thermostats, one or more such issues being at leastpartially resolved by one or more of the embodiments describedhereinbelow. On the one hand, it is desirable to provide a thermostathaving advanced functionalities such as those associated with relativelypowerful microprocessors and reliable wireless communications chips,while also providing a thermostat that has an attractive, visuallypleasing electronic display that users will find appealing to behold andinteract with. On the other hand, it is desirable to provide athermostat that is compatible and adaptable for installation in a widevariety of homes, including a substantial percentage of homes that arenot equipped with the “common” wire discussed above. It is still furtherdesirable to provide such a thermostat that accommodates easydo-it-yourself installation such that the expense and inconvenience ofarranging for an HVAC technician to visit the premises to install thethermostat can be avoided for a large number of users. It is stillfurther desirable to provide a thermostat having such processing power,wireless communications capabilities, visually pleasing displayqualities, and other advanced functionalities, while also being athermostat that, in addition to not requiring a “common” wire, likewisedoes not require to be plugged into household line current or aso-called “power brick,” which can be inconvenient for the particularlocation of the thermostat as well as unsightly.

BRIEF SUMMARY OF THE INVENTION

This patent specification relates to systems and methods for themonitoring and control of energy-consuming systems or otherresource-consuming systems. More particularly, this patent specificationrelates control units that govern the operation of energy-consumingsystems, household devices, or other resource-consuming systems,including methods for providing electrical power for thermostats thatgovern the operation of heating, ventilation, and air conditioning(HVAC) systems. In a preferred embodiment, the thermostat is configuredfor automated compatibility with HVAC systems that are eithersingle-HVAC-transformer systems or dual-HVAC-transformer systems. Thecompatibility is automated in that the thermostat is adapted to eithersingle-HVAC-transformer systems or dual-HVAC-transformer systems withoutrequiring a manual jumper installation and, in some cases, withoutrequiring a processing function from a digital processor.

According to some embodiments of the present invention, a thermostat isconfigured for automated compatibility with HVAC systems that are eithersingle-HVAC-transformer systems or dual-HVAC-transformer systems. Thecompatibility is automated in that a manual jumper installation is notrequired for adaptation to either single-HVAC-transformer systems ordual-HVAC-transformer systems. The thermostat includes a housing, one ormore temperature sensors positioned within the housing for measuringambient temperature, and a plurality of HVAC wire connectors configuredfor receiving a corresponding plurality of HVAC control wires. The HVACwire connectors include a first call relay wire connector, a first powerreturn wire connector, a second call relay wire connector, and a secondpower return wire connector. The thermostat also has a thermostaticcontrol circuit coupled to the one or more temperature sensors andconfigured to at least partially control the operation of the HVACsystem responsive to a sensed temperature. The thermostatic controlcircuit includes a first switching device that operatively connects thefirst call relay wire connector to the first power return wire connectorto actuate a first HVAC function. The thermostat also includes a secondswitching device that operatively connects the second call relay wireconnector to the second power return wire connector to actuate a secondHVAC function. The thermostat also has an insertion sensing andconnecting circuit coupled to said first and second power return wireconnectors and configured such that:

(i) if first and second external wires have been inserted into the firstand second power return wire connectors, respectively, then the firstand second power return wire connectors are electrically isolated fromeach other; and(ii) otherwise, the first and second power return wire connectors areelectrically shorted together.

In some embodiments of the above thermostat, the insertion sensing andconnecting circuit is configured to cause said electrical isolation ofsaid first and second power return wire connectors upon a completion ofan insertion of both of said first and second external wires withoutrequiring a processing function from a digital processor. In anembodiment, the insertion sensing and connecting circuit is configuredto open a pre-existing electrical connection between said first andsecond power return wire connectors by operation of first and secondmechanically actuated switches coupled respectively to said first andsecond power return wire connectors, each said mechanically actuatedswitch being actuated by a physical wire insertion into the associatedpower return wire connector.

In some embodiments of the above thermostat, the thermostat also has acommon connector and a second sensing circuitry that detects thepresence of a common wire in the common connector, and causes aconnection of the common connector to a power extraction circuit if thecommon wire is inserted, wherein the thermostat extracts power from thecommon wire if the common wire is inserted. In some embodiments, thesecond sensing circuitry is configured to detect the presence of a callrelay wire in a corresponding call relay wire connector, and cause aconnection of that connector to the power extraction circuit if (a) thecommon wire is not inserted, and (b) that call relay wire is inserted.In an embodiment, the second sensing circuitry is configured to detectthe presence of a first call relay wire in the first call relayconnector, and cause a connection of the first call relay wire to thepower extraction circuit if (a) the common wire is not inserted, and (b)the first call relay wire is inserted. In another embodiment, the secondsensing circuitry is configured to detect the presence of a second callrelay wire in the second call relay connector, and cause a connection ofthe second call relay wire to the power extraction circuit if (a) thecommon wire is not inserted, and (b) the first call relay wire is notinserted. In some embodiment, the first call relay wire can refer to acooling call relay wire, or the “Y” wire, and the second call relay wirecan refer to a heating call relay wire, or the “W” wire.

According to an alternative embodiment, a method is provided forautomating compatibility of a thermostat with HVAC systems that areeither single-HVAC-transformer systems or dual-HVAC-transformer systems.The compatibility is automated in that a manual jumper installation isnot required for adaptation to either single-HVAC-transformer systems ordual-HVAC-transformer systems. The thermostat includes a plurality ofHVAC wire connectors configured for receiving a corresponding pluralityof HVAC control wires, wherein the HVAC wire connectors include a firstcall relay wire connector, a first power return wire connector, a secondcall relay wire connector, and a second power return wire connector. Themethod includes operatively connecting the first call relay wireconnector to the first power return wire connector to actuate a firstHVAC function, and operatively connects the second call relay wireconnector to the second power return wire connector to actuate a secondHVAC function. The method also includes electrically isolating the firstand second power return wire connectors, if first and second externalwires have been inserted into the first and second power return wireconnectors, respectively. The method also includes electrically shortingtogether the first and second power return wire connectors otherwise.

According to another embodiment of the present invention, a thermostatis configured for automated compatibility with HVAC systems that areeither single-HVAC-transformer systems or dual-HVAC-transformer systems.The compatibility is automated in that the thermostat is adapted toeither single-HVAC-transformer systems or dual-HVAC-transformer systemswithout requiring a manual jumper installation and without requiring aprocessing function from a digital processor.

A further understanding of the nature and advantages of the presentinvention may be realized by reference to the remaining portions of thespecification and the drawings.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 illustrates an enclosure with an HVAC system according to someembodiments;

FIG. 2 is a diagram illustrating an HVAC system according to someembodiments;

FIG. 3A is a block diagram showing an overview of components inside athermostat in accordance with embodiments of the present invention;

FIG. 3B is a simplified block diagram illustrating the components of athermostat according to some embodiments;

FIGS. 4A-4C are schematic diagrams illustrating auto-switchingconnectors for automatically selecting a source for power harvestingaccording to some embodiments;

FIG. 5 is a schematic diagram illustrating a half-bridge sense circuitaccording to some embodiments;

FIGS. 6A-6B are schematic diagrams showing high-voltage buck, bootstrapLDO and battery LDO power circuitry according to some embodiments;

FIG. 6C is a schematic diagram showing a battery charging circuit with arechargeable battery, according to some embodiments;

FIG. 7 is a schematic diagram illustrating a solid-state electronic ACswitch with a transformer isolated control input according to someembodiments;

FIGS. 8A-8B are simplified schematic diagrams illustrating a jumperlessthermostat connected to two different HVAC systems, respectivelyaccording to some embodiments;

FIGS. 9A-9B are simplified schematic diagrams illustrating a jumperlessthermostat connected to two different HVAC systems, respectivelyaccording to some embodiments;

FIGS. 10A-10B are simplified schematic diagrams illustrating ajumperless thermostat connected to two different HVAC systems,respectively according to some alternate embodiments; and

FIG. 11 illustrates a thermostat according to a preferred embodiment.

DETAILED DESCRIPTION OF THE INVENTION

The subject matter of this patent specification relates to the subjectmatter of the following commonly assigned applications, each of which isincorporated by reference herein: U.S. Ser. No. 12/881,430 filed Sep.14, 2010; U.S. Ser. No. 12/881,463 filed Sep. 14, 2010; U.S. Prov. Ser.No. 61/415,771 filed Nov. 19, 2010; U.S. Prov. Ser. No. 61/429,093 filedDec. 31, 2010; U.S. Ser. No. 12/984,602 filed Jan. 4, 2011; U.S. Ser.No. 12/987,257 filed Jan. 10, 2011; U.S. Ser. No. 13/033,573 filed Feb.23, 2011; U.S. Ser. No. 29/386,021, filed Feb. 23, 2011; U.S. Ser. No.13/034,666 filed Feb. 24, 2011; U.S. Ser. No. 13/034,674 filed Feb. 24,2011; U.S. Ser. No. 13/034,678 filed Feb. 24, 2011; U.S. Ser. No.13/038,191 filed Mar. 1, 2011; U.S. Ser. No. 13/038,206 filed Mar. 1,2011; U.S. Ser. No. 29/399,609 filed Aug. 16, 2011; U.S. Ser. No.29/399,614 filed Aug. 16, 2011; U.S. Ser. No. 29/399,617 filed Aug. 16,2011; U.S. Ser. No. 29/399,618 filed Aug. 16, 2011; U.S. Ser. No.29/399,621 filed Aug. 16, 2011; U.S. Ser. No. 29/399,623 filed Aug. 16,2011; U.S. Ser. No. 29/399,625 filed Aug. 16, 2011; U.S. Ser. No.29/399,627 filed Aug. 16, 2011; U.S. Ser. No. 29/399,630 filed Aug. 16,2011; U.S. Ser. No. 29/399,632 filed Aug. 16, 2011; U.S. Ser. No.29/399,633 filed Aug. 16, 2011; U.S. Ser. No. 29/399,636 filed Aug. 16,2011; U.S. Ser. No. 29/399,637 filed Aug. 16, 2011; U.S. Ser. No.13/199,108, filed Aug. 17, 2011; U.S. Ser. No. 13/267,871 filed Oct. 6,2011; U.S. Ser. No. 13/267,877 filed Oct. 6, 2011; U.S. Ser. No.13/269,501, filed Oct. 7, 2011; U.S. Ser. No. 29/404,096 filed Oct. 14,2011; U.S. Ser. No. 29/404,097 filed Oct. 14, 2011; U.S. Ser. No.29/404,098 filed Oct. 14, 2011; U.S. Ser. No. 29/404,099 filed Oct. 14,2011; U.S. Ser. No. 29/404,101 filed Oct. 14, 2011; U.S. Ser. No.29/404,103 filed Oct. 14, 2011; U.S. Ser. No. 29/404,104 filed Oct. 14,2011; U.S. Ser. No. 29/404,105 filed Oct. 14, 2011; U.S. Ser. No.13/275,307 filed Oct. 17, 2011; U.S. Ser. No. 13/275,311 filed Oct. 17,2011; U.S. Ser. No. 13/317,423 filed Oct. 17, 2011; U.S. Ser. No.13/279,151 filed Oct. 21, 2011; U.S. Ser. No. 13/317,557 filed Oct. 21,2011; U.S. Prov. Ser. No. 61/627,996 filed Oct. 21, 2011; PCT/US11/61339filed Nov. 18, 2011; PCT/US11/61344 filed Nov. 18, 2011; PCT/US11/61365filed Nov. 18, 2011; PCT/US11/61379 filed Nov. 18, 2011; PCT/US11/61391filed Nov. 18, 2011; PCT/US11/61479 filed Nov. 18, 2011; PCT/US11/61457filed Nov. 18, 2011; PCT/US11/61470 filed Nov. 18, 2011; PCT/US11/61339filed Nov. 18, 2011; PCT/US11/61491 filed Nov. 18, 2011; PCT/US11/61437filed Nov. 18, 2011; PCT/US11/61503 filed Nov. 18, 2011; U.S. Ser. No.13/342,156 filed Jan. 2, 2012; PCT/US12/00008 filed Jan. 3, 2012;PCT/US12/20088 filed Jan. 3, 2012; PCT/US12/20026 filed Jan. 3, 2012;PCT/US12/00007 filed Jan. 3, 2012; U.S. Ser. No. 13/351,688 filed Jan.17, 2012; U.S. Ser. No. 13/356,762 filed Jan. 24, 2012; PCT/US12/30084filed Mar. 22, 2012; U.S. Ser. No. 13/434,573 filed Mar. 29, 2012; U.S.Ser. No. 13/434,560 filed Mar. 29, 2012; U.S. Ser. No. 13/440,907 filedApr. 5, 2012; and U.S. Ser. No. 13/440,910 filed Apr. 5, 2012. Theabove-referenced patent applications are collectively referenced hereinas “the commonly assigned incorporated applications.”

In the following detailed description, for purposes of explanation,numerous specific details are set forth to provide a thoroughunderstanding of the various embodiments of the present invention. Thoseof ordinary skill in the art will realize that these various embodimentsof the present invention are illustrative only and are not intended tobe limiting in any way. Other embodiments of the present invention willreadily suggest themselves to such skilled persons having the benefit ofthis disclosure.

In addition, for clarity purposes, not all of the routine features ofthe embodiments described herein are shown or described. One of ordinaryskill in the art would readily appreciate that in the development of anysuch actual embodiment, numerous embodiment-specific decisions may berequired to achieve specific design objectives. These design objectiveswill vary from one embodiment to another and from one developer toanother. Moreover, it will be appreciated that such a development effortmight be complex and time-consuming but would nevertheless be a routineengineering undertaking for those of ordinary skill in the art havingthe benefit of this disclosure.

It is to be appreciated that while one or more embodiments are describedfurther herein in the context of typical HVAC system used in aresidential home, such as single-family residential home, the scope ofthe present teachings is not so limited. More generally, thermostatsaccording to one or more of the preferred embodiments are applicable fora wide variety of enclosures having one or more HVAC systems including,without limitation, duplexes, townhomes, multi-unit apartment buildings,hotels, retail stores, office buildings and industrial buildings.Further, it is to be appreciated that while the terms user, customer,installer, homeowner, occupant, guest, tenant, landlord, repair person,and the like may be used to refer to the person or persons who areinteracting with the thermostat or other device or user interface in thecontext of one or more scenarios described herein, these references areby no means to be considered as limiting the scope of the presentteachings with respect to the person or persons who are performing suchactions.

FIG. 1 is a diagram illustrating an exemplary enclosure using athermostat 110 implemented in accordance with some embodiments of thepresent invention for controlling one or more environmental conditions.For example, enclosure 100 illustrates a single-family dwelling type ofenclosure using a learning thermostat 110 (also referred to forconvenience as “thermostat 110”) for the control of heating and coolingprovided by an HVAC system 120. Alternate embodiments of the presentinvention may be used with other types of enclosures including a duplex,an apartment within an apartment building, a light commercial structuresuch as an office or retail store, or a structure or enclosure that is acombination of these and other types of enclosures.

Some embodiments of thermostat 110 in FIG. 1 incorporate one or moresensors to gather data from the environment associated with enclosure100. Sensors incorporated in thermostat 110 may detect occupancy,temperature, light and other environmental conditions and influence thecontrol and operation of HVAC system 120. Sensors incorporated withinthermostat 110 do not protrude from the surface of the thermostat 110thereby providing a sleek and elegant design that does not drawattention from the occupants in a house or other enclosure. As a result,thermostat 110 and readily fits with almost any décor while adding tothe overall appeal of the interior design.

As used herein, a “learning” thermostat refers to a thermostat, or oneof plural communicating thermostats in a multi-thermostat network,having an ability to automatically establish and/or modify at least onefuture setpoint in a heating and/or cooling schedule based on at leastone automatically sensed event and/or at least one past or current userinput.

As used herein, a “primary” thermostat refers to a thermostat that iselectrically connected to actuate all or part of an HVAC system, such asby virtue of electrical connection to HVAC control wires (e.g. W, G, Y,etc.) leading to the HVAC system.

As used herein, an “auxiliary” thermostat refers to a thermostat that isnot electrically connected to actuate an HVAC system, but that otherwisecontains at least one sensor and influences or facilitates primarythermostat control of an HVAC system by virtue of data communicationswith the primary thermostat.

In one particularly useful scenario, the thermostat 110 is a primarylearning thermostat and is wall-mounted and connected to all of the HVACcontrol wires, while the remote thermostat 112 is an auxiliary learningthermostat positioned on a nightstand or dresser, the auxiliary learningthermostat being similar in appearance and user-interface features asthe primary learning thermostat, the auxiliary learning thermostatfurther having similar sensing capabilities (e.g., temperature,humidity, motion, ambient light, proximity) as the primary learningthermostat, but the auxiliary learning thermostat not being connected toany of the HVAC wires. Although it is not connected to any HVAC wires,the auxiliary learning thermostat wirelessly communicates with andcooperates with the primary learning thermostat for improved control ofthe HVAC system, such as by providing additional temperature data at itsrespective location in the enclosure, providing additional occupancyinformation, providing an additional user interface for the user, and soforth.

It is to be appreciated that while certain embodiments are particularlyadvantageous where the thermostat 110 is a primary learning thermostatand the remote thermostat 112 is an auxiliary learning thermostat, thescope of the present teachings is not so limited. Thus, for example,while certain initial provisioning methods that automatically pairassociates a network-connected thermostat with an online user accountare particularly advantageous where the thermostat is a primary learningthermostat, the methods are more generally applicable to scenariosinvolving primary non-learning thermostats, auxiliary learningthermostats, auxiliary non-learning thermostats, or other types ofnetwork-connected thermostats and/or network-connected sensors. By wayof further example, while certain graphical user interfaces for remotecontrol of a thermostat may be particularly advantageous where thethermostat is a primary learning thermostat, the methods are moregenerally applicable to scenarios involving primary non-learningthermostats, auxiliary learning thermostats, auxiliary non-learningthermostats, or other types of network-connected thermostats and/ornetwork-connected sensors. By way of even further example, while certainmethods for cooperative, battery-conserving information polling of athermostat by a remote cloud-based management server may be particularlyadvantageous where the thermostat is a primary learning thermostat, themethods are more generally applicable to scenarios involving primarynon-learning thermostats, auxiliary learning thermostats, auxiliarynon-learning thermostats, or other types of network-connectedthermostats and/or network-connected sensors.

Enclosure 100 further includes a private network accessible bothwirelessly and through wired connections and may also be referred to asa Local Area Network or LAN. Network devices on the private networkinclude a computer 124, thermostat 110 and remote thermostat 112 inaccordance with some embodiments of the present invention. In oneembodiment, the private network is implemented using an integratedrouter 122 that provides routing, wireless access point functionality,firewall and multiple wired connection ports for connecting to variouswired network devices, such as computer 124. Each device is assigned aprivate network address from the integrated router 122 eitherdynamically through a service like Dynamic Host Configuration Protocol(DHCP) or statically through actions of a network administrator. Theseprivate network addresses may be used to allow the devices tocommunicate with each directly over the LAN. Other embodiments mayinstead use multiple discrete switches, routers and other devices (notshown) to perform more other networking functions in addition tofunctions as provided by integrated router 122.

Integrated router 122 further provides network devices access to apublic network, such as the Internet, provided enclosure 100 has aconnection to the public network generally through a cable-modem, DSLmodem and an Internet service provider or provider of other publicnetwork service. Public networks like the Internet are sometimesreferred to as a Wide-Area Network or WAN. In the case of the Internet,a public address is assigned to a specific device allowing the device tobe addressed directly by other devices on the Internet. Because thesepublic addresses on the Internet are in limited supply, devices andcomputers on the private network often use a router device, likeintegrated router 122, to share a single public address through entriesin Network Address Translation (NAT) table. The router makes an entry inthe NAT table for each communication channel opened between a device onthe private network and a device, server, or service on the Internet. Apacket sent from a device on the private network initially has a“source” address containing the private network address of the sendingdevice and a “destination” address corresponding to the public networkaddress of the server or service on the Internet. As packets pass fromwithin the private network through the router, the router replaces the“source” address with the public network address of the router and a“source port” that references the entry in the NAT table. The server onthe Internet receiving the packet uses the “source” address and “sourceport” to send packets back to the router on the private network, whichin turn forwards the packets to the proper device on the private networkdoing a corresponding lookup on an entry in the NAT table.

Entries in the NAT table allow both the computer device 124 and thethermostat 110 to establish individual communication channels with athermostat management system (not shown) located on a public networksuch as the Internet. In accordance with some embodiments, a thermostatmanagement account on the thermostat management system enables acomputer device 124 in enclosure 100 to remotely access thermostat 110.The thermostat management system passes information from the computerdevice 124 over the Internet and back to thermostat 110 provided thethermostat management account is associated with or paired withthermostat 110. Accordingly, data collected by thermostat 110 alsopasses from the private network associated with enclosure 100 throughintegrated router 122 and to the thermostat management system over thepublic network. Other computer devices not in enclosure 100 such asSmartphones, laptops and tablet computers (not shown in FIG. 1) may alsocontrol thermostat 110 provided they have access to the public networkwhere the thermostat management system and thermostat management accountmay be accessed. Further details on accessing the public network, suchas the Internet, and remotely accessing a thermostat like thermostat 110in accordance with embodiments of the present invention is described infurther detail later herein.

In some embodiments, thermostat 110 may wirelessly communicate withremote thermostat 112 over the private network or through an ad hocnetwork formed directly with remote thermostat 112. During communicationwith remote thermostat 112, thermostat 110 may gather informationremotely from the user and from the environment detectable by the remotethermostat 112. For example, remote thermostat 112 may wirelesslycommunicate with the thermostat 110 providing user input from the remotelocation of remote thermostat 112 or may be used to display informationto a user, or both. Like thermostat 110, embodiments of remotethermostat 112 may also include sensors to gather data related tooccupancy, temperature, light and other environmental conditions. In analternate embodiment, remote thermostat 112 may also be located outsideof the enclosure 100.

FIG. 2 is a schematic diagram of an HVAC system controlled using athermostat designed in accordance with embodiments of the presentinvention. HVAC system 120 provides heating, cooling, ventilation,and/or air handling for an enclosure 100, such as a single-family homedepicted in FIG. 1. System 120 depicts a forced air type heating andcooling system, although according to other embodiments, other types ofHVAC systems could be used such as radiant heat based systems, heat-pumpbased systems, and others.

In heating, heating coils or elements 242 within air handler 240 providea source of heat using electricity or gas via line 236. Cool air isdrawn from the enclosure via return air duct 246 through filter 270,using fan 238 and is heated through heating coils or elements 242. Theheated air flows back into the enclosure at one or more locations viasupply air duct system 252 and supply air registers such as register250. In cooling, an outside compressor 230 passes a gas such as Freonthrough a set of heat exchanger coils 244 to cool the gas. The gas thengoes through line 232 to the cooling coils 234 in the air handler 240where it expands, cools and cools the air being circulated via fan 238.A humidifier 254 may optionally be included in various embodiments thatreturns moisture to the air before it passes through duct system 252.Although not shown in FIG. 2, alternate embodiments of HVAC system 120may have other functionality such as venting air to and from theoutside, one or more dampers to control airflow within the duct system252 and an emergency heating unit. Overall operation of HVAC system 120is selectively actuated by control electronics 212 communicating withthermostat 110 over control wires 248.

Referring to FIG. 3A, a schematic block diagram provides an overview ofsome components inside a thermostat in accordance with embodiments ofthe present invention. Thermostat 308 is similar to thermostat 112 inFIG. 1 except that thermostat 308 also illustrates and highlightsselected internal components including a Wi-Fi module 312 and antenna, ahead unit processor 314 with associated memory 315, a backplateprocessor 316 with associated memory, and sensors 322 (e.g.,temperature, humidity, motion, ambient light, proximity). In oneembodiment, head unit processor 314 can be a Texas Instruments AM3703Sitara ARM microprocessor while backplate processor 316, which may bemore specifically referenced to as a “microcontroller”, can be a TexasInstruments MSP430F microcontroller. Further details regarding thephysical placement and configuration of the thermostat head unit,backplate, and other physical elements are described in the commonlyassigned U.S. Ser. No. 13/199,108, supra.

For some embodiments, the backplate processor 316 is a very low-powerdevice that, while having some computational capabilities, issubstantially less powerful than the head unit processor 314. Thebackplate processor 316 is coupled to, and responsible for polling on aregular basis, most or all of the sensors 322 including the temperatureand humidity sensors, motion sensors, ambient light sensors, andproximity sensors. For sensors 322 that may not be located on thebackplate hardware itself but rather are located in the head unit,ribbon cables or other electrical connections between the head unit andbackplate are provided for this purpose. Notably, there may be othersensors (not shown) for which the head unit processor 314 isresponsible, with one example being a ring rotation sensor that sensesthe user rotation of an outer ring of the thermostat. Each of the headunit processor 314 and backplate processor 316 is capable of enteringinto a “sleep” state, and then “waking up” to perform various tasks.

The backplate processor 316, which in some embodiments will have alow-power sleep state that corresponds simply to a lower clock speed,generally enters into and out of its sleep mode substantially more oftenthan does the more powerful head unit processor 314. The backplateprocessor 316 is capable of waking up the head unit processor 314 fromits sleep state. For one preferred embodiment directed to optimalbattery conservation, the head unit processor 314 is allowed to sleepwhen its operations are not being called for, while the backplateprocessor 316 performs polling of the sensors 322 on an ongoing basis,maintaining the sensor results in memory 317. The backplate processor316 will wake up the head unit processor 314 in the event that (i) thesensor data indicates that an HVAC operation may be called for, such asif the current temperature goes below a currently active heatingsetpoint, or (ii) the memory 317 gets full and the sensor data needs tobe transferred up to the head unit processor 314 for storage in thememory 315. The sensor data can then be pushed up to the cloud server(thermostat management server) during a subsequent active communicationsession between the cloud server and the head unit processor 314.

In the case of Wi-Fi module 312, one embodiment may be implemented usingMurata Wireless Solutions LBWA19XSLZ module, which is based on the TexasInstruments WL1270 chipset supporting the 802.11b/g/n WLAN standard.Embodiments of the present invention configure and program Wi-Fi module312 to allow thermostat 308 to enter into a low power or “sleep” mode toconserve energy until one or several events occurs. For example, in someembodiments the Wi-Fi module 312 may leave this low power mode when auser physically operates thermostat 308, which in turn may also causeactivation of both head-unit processor 314 and backplate processor 316for controlling functions in head-unit and backplate portions ofthermostat 110.

It is also possible for Wi-Fi module 312 to wake from a low power modeat regular intervals in response to a beacon from wireless access point372. To conserve energy, Wi-Fi module 312 may briefly leave the lowpower mode to acknowledge the beacon as dictated by the appropriatewireless standard and then return to a low power mode without activatingthe processors or other components of thermostat 308 in FIG. 3A. In analternative embodiment, Wi-Fi module 312 may also respond to the beaconby awaking briefly and then activating backplate processor 316, headunit processor 314, or other portions of thermostat 308 to gather datathrough sensors 322 and store the results in a data log 326 with a timestamp, event type and corresponding data listed for future reference. Inaccordance with one embodiment, backplate processor 316 may collect datain data log 326 and store in memory 320 for a period of time or untilthe log reaches a maximum predetermined size. At that point, thebackplate processor 316 may wake head unit processor 314 to coordinatean upload of the data log 326 stored in memory 320 over a publicnetwork, such as the Internet, to a cloud-based management server.Uploading data log 326 less frequently saves time and energy associatedwith more frequent transmission of individual records or log entries.

In yet another embodiment, Wi-Fi module 312 may selectively filter anincoming data packet to determine if the header is merely anacknowledgement packet (i.e., a keep-alive packet) or contains a payloadthat needs further processing. If the packet contains only a header andno payload, the Wi-Fi module 312 may be configured to either ignore thepacket or send a return acknowledgement to the thermostat managementsystem or other source of the packet received.

In further embodiments, Wi-Fi module 312 may be used to establishmultiple communication channels between thermostat 112 and a cloud-basedmanagement server as will be described and illustrated later in thisdisclosure. As previously described, thermostat 112 uses multiplecommunication channels to receive different types of data classifiedwith different levels of priority. In one embodiment, Wi-Fi module 312may be programmed to use one or more filters and a wake-on-LAN featureto then selectively ignore or discard data arriving over one or more ofthese communication channels. For example, low-priority data arrivingover a port on Wi-Fi module 312 may be discarded by disabling thecorresponding wake-on-LAN feature associated with the port. This allowsthe communication channel to continue to operate yet conserves batterypower by discarding or ignoring the low-priority packets.

Operation of the microprocessors 914, 916, Wi-Fi module 312, and otherelectronics may be powered by a rechargeable battery (not shown) locatedwithin the thermostat 110. In some embodiments, the battery is rechargeddirectly using 24 VAC power off a “C” wire drawn from the HVAC system oran AC-DC transformer coupled directly into the thermostat 110.Alternatively, one or more different types of energy harvesting may alsobe used to recharge the internal battery if these direct methods are notavailable as described, for example, in U.S. Ser. No. 13/034,678, supra,and U.S. Ser. No. 13/267,871, supra. Embodiments of the presentinvention communicate and operate the thermostat 110 in a manner thatpromotes efficient use of the battery while also keeping the thermostatoperating at a high level of performance and responsiveness controllingthe HVAC system. Some embodiments may use the battery-level charge andthe priority or relative importance of a communication to determine whena thermostat management system located on a public network such as theInternet may communicate with the thermostat 110. Further details on thecommunication methods and system used in accordance with theseembodiments are described in detail later herein.

Turning now to power harvesting methods and systems, FIG. 3B is a blockdiagram of some circuitry of a thermostat, according to someembodiments. Circuitry 300, according to some embodiments, is abackplate of a thermostat. A number of HVAC wires can be attached usingHVAC terminals 372. One example of which is the W1 terminal 374. Eachterminal is used to control an HVAC function. According to someembodiments, each of the wires from the terminals W1, W2, Y1, Y2, G,O/B, AUX and E is connected to separate isolated FET drives 370. Thecommon HVAC functions for each of the terminals are: W1 and W2 heating;Y1 and Y2 for cooling; G for fan; O/B for heat pumps; and E foremergency heat. Note that although the circuitry 300 is able control 8functions using the isolated FET drives 370, according to someembodiments, other functions, or fewer functions can be controlled. Forexample circuitry for a more simply equipped HVAC system may only have asingle heating (W), and single cooling (Y) and a fan (G), in which casethere would only be three isolated FET drives 370. According to apreferred embodiment, 5 FET drives 370 are provided, namely heating (W),cooling (Y), fan (G), auxiliary (AUX) and compressor direction (O/B).Not shown are the circuit returns such as RH (return for heat) and RC(return for cooling). According to some embodiments the thermostat cancontrol a humidifier and/or de-humidifier. Further details relating toisolated FET drives 370 are described in co-pending U.S. patentapplication Ser. No. 13/034,674, entitled “Thermostat Circuitry forConnection to HVAC Systems,” supra, which is incorporated herein byreference.

The HVAC functions are controlled by the HVAC control general purposeinput/outputs (GPIOs) 322 within microcontroller (MCU) 320. MCU 320 is ageneral purpose microcontroller such as the MSP430 16-bit ultra-lowpower MCU available from Texas Instruments. MCU 320 communicates withthe head unit via Head Unit Interface 340. The head unit together withthe backplate make up the thermostat. The head unit has user interfacecapability such that it can display information to a user via an LCDdisplay and receive input from a user via buttons and/or touch screeninput devices. According to some embodiments, the head unit has networkcapabilities for communication to other devices either locally or overthe internet. Through such network capability, for example, thethermostat can send information and receive commands and setting from acomputer located elsewhere inside or outside of the enclosure. The MCUdetects whether the head unit is attached to the backplate via head unitdetect 338.

Clock 342 provides a low frequency clock signal to MCU 320, for example32.768 kHz. According to some embodiments there are two crystaloscillators, one for high frequency such as 16 MHz and one for the lowerfrequency. Power for MCU 320 is supplied at power input 344 at 3.0 V.Circuitry 336 provides wiring detection, battery measurement, and buckinput measurement. A temperature sensor 330 is provided, and accordingto some embodiments and a humidity sensor 332 are provided. According tosome embodiments, one or more other sensors 334 are provided such as:pressure, proximity (e.g. using infrared), ambient light, andpyroelectric infrared (PIR).

Power circuitry 350 is provided to supply power. According to someembodiments, when the thermostat is first turned on with insufficientbattery power, a bootstrap power system is provided. A high voltage lowdropout voltage regulator (LDO) 380 provides 3.0 volts of power for thebootstrap of the MCU 320. The bootstrap function can be disabled underMCU control but according to some embodiments the bootstrap function isleft enabled to provide a “safety net” if the head unit supply vanishesfor any reason. For example, if the head-unit includes the re-chargeablebattery 384 and is removed unexpectedly, the power would be lost and thebootstrap function would operate. The input to this Bootstrap LDO 380 isprovided by connectors and circuitry 368 that automatically selectspower from common 362 (highest priority), cool 366 (lower priority); orheat (lowest priority) 364.

In normal operation, a 3.0 volt primary LDO 382 powers the backplatecircuitry and itself is powered by VCC Main. According to someembodiments, high voltage buck 360 is provided as a second supply in thebackplate. The input to this supply is the circuitry 368. According tosome embodiments, the high voltage buck 380 can supply a maximum of 100mA at 4.5 v. According to some embodiments, the VCC main and the PrimaryLDO 382 can be powered by a rechargeable battery (shown in FIG. 7) incases where there is no alternative power source (such as the highvoltage buck or USB power, for example).

FIGS. 4A-4C schematically illustrate the use of auto-switchingconnectors to automatically select a source for power harvesting,according to some embodiments. The connectors 362, 364, and 366 areconnectors as shown in FIG. 3B. For further details regarding preferredautomatically switching connectors, see co-pending U.S. patentapplication Ser. No. 13/034,666, entitled “Thermostat Wiring Connector”filed Feb. 24, 2011 and incorporated herein by reference. The connector362 is used for connection to an HVAC “C” (common) wire and includes twoswitched pairs of normally closed secondary conductors 410 and 412. Theconnector 366 is used for connection to an HVAC “Y” (cooling) wire andincludes one switched pair of normally closed secondary conductors 454.The connector 364 is used for connection to an HVAC “W” (heating) wire.Note that although not shown in FIGS. 4A-4C, one or more additionalpairs of switched secondary conductors can be provided with any of theconnectors 362, 364, and 366, such as could be used for the purpose ofelectronically detecting the presence of an HVAC system wire to theconnector. Power harvesting circuitry 460 is used to supply power to thethermostat and is also connected to the Rc wire 462 (or according toother embodiment the Rh wire). For example, the power harvestingcircuitry 460 can include the HV buck 360 and Bootstrap LDO 380 as shownin and described with respect to FIGS. 3B and 6A-B.

FIG. 4A shows the states of switches 454, 410, and 412, when no C wireand no Y wire is attached. In this case all of the switches 454, 410,and 412 are closed, and the power harvesting circuitry 460 is connectedat input 464 with the W wire via circuit paths 420, 422 and 426. FIG. 4Bshows the states of switches 454, 410, and 412, when no C wire isattached but there is a Y wire attached. In this case switches 410 and412 are closed, but switch 454 is opened due to the presence of the Ywire. In this case the power harvesting circuitry 460 is connected atinput 464 with the Y wire via circuit paths 424 and 428. FIG. 4C showsthe states of switches 454, 410, and 412, when both C and Y wires areattached. In this case all the switches 454, 410, and 412 are open andthe power harvesting circuitry 460 is connected at input 464 with the Cwire via circuit path 430. Note that the case of a connection of C and Wwires and no Y wire is not shown, but that in this case the W wire wouldnot be connected to circuitry 420 since switch 410 would be open. Thus,through the use of circuitry and the connectors shown, the powerharvesting circuitry is automatically switched so as to use connectionsto C, Y and W wires in decreasing order of priority. Preferably, the Cwire is the highest priority as this ordinarily provides the best powersource, if available. Note that according to some embodiments, the Y andW priorities are reversed to make W higher priority than Y.

FIG. 5 is a schematic diagram illustrating a half-bridge sense circuitaccording to some embodiments. Circuit 500 provides voltage sensing,clipped to 3.0 volts, for presence detection and current sensing. Atinputs 502, 504, and 506 are the 24 VAC waveforms from three of the HVACcircuits. In the case shown in FIG. 5, inputs 502, 504 and 506 are forHVAC W1, HVAC Y1 and HVAC G, respectively. The sense input bias buffer550 is provided as shown. Note that a voltage divider is used in eachcase that takes the voltage from 24 volts to approximately 4 volts.Clamp diodes 520 a, 520 b, and 520 c ensure that the voltage goes nohigher or lower than the range of the microcontroller 320 (shown in FIG.3). The Sense outputs 530, 532, and 534 are connected to themicrocontroller 320 so that the microcontroller 320 can sense thepresence of a signal on the HVAC lines. The circuits are repeated forthe other HVAC lines so that the microcontroller can detect signals onany of the HVAC lines.

FIGS. 6A-6B are schematic diagrams showing high-voltage buck, bootstrapLDO and battery LDO power circuitry according to some embodiments. FIG.6A shows the input 464 from the connector selected power, whichcorresponds to input 464 to power circuitry 460 in FIG. 4. The diodes632 are used to rectify the AC power signal from the HVAC powertransformer wire that is selected by the connector circuitry shown inFIG. 4. When the thermostat is installed in a building having two HVACpower transformers, such as may be the case when an existing HVACheating-only system is upgraded to add an HVAC cooling system. In suchcases, there are two power wires from the HVAC system, often called “Rh”the power wire directly from the heating system transformer, and “Rc”the power wire directly from the cooling transformer. Input 462 is froma terminal connected to the Rc wire. According to some embodiments, theRc and Rh terminals are switched using automatic switching or otherjumperless design, as shown and described in co-pending U.S. patentapplication Ser. No. 13/034,674, entitled “Thermostat Circuitry forConnection to HVAC Systems,” filed Feb. 24, 2011 and incorporated hereinby reference.

Rectified input 624 is input to the high voltage buck circuit 610,according to some embodiments. In buck circuit 610, which corresponds tohigh voltage buck 360 in FIG. 3, the voltage on the input capacitors612, 614 and 616 of high voltage buck 610 can be measured by the MCU 320(of FIG. 3) at node 620, allowing the MCU to momentarily open the W1 orY1 contacts during an “enabled” or “on” phase in order to recharge thebuck input capacitors 612, 614 and 616 and continue power harvesting.According to some embodiments, the same HVAC circuit (e.g. heating orcooling) is used for power harvesting, whether or not there is more thanone HVAC function in the system. According to some other embodiments,when the thermostat is used with an HVAC system having two circuits(e.g. heating and cooling), the system will harvest power from thenon-activated circuit. In cases where a common wire is available fromthe HVAC power transformer, the system preferably does not power harvestat all from the heating and cooling circuits. According to someembodiments, the step down converter 630 is a high efficiency, highvoltage 100 mA synchronous step-down converter such as the LTC3631 fromLinear Technology. According to some embodiments, inductor 642 is a 100uH power inductor such as the MOS6020 from Coilcraft. According to someembodiments, one or more other types of elements in addition to orinstead of input capacitors 612, 614 and 616 are used to storeelectrical energy during power harvesting when the HVAC function isactive (or “on”). For example, magnetic elements such as inductorsand/or transformers can be used.

In order to control the HVAC functions, the HVAC function wire isshorted to the return or power wire. For example, in the case ofheating, the W wire is shorted to the Rh (or R or Rc depending on theconfiguration). In the case of cooling the Y wire is shorted to the Rc(or R or Rh depending on the configuration). By shorting these twowires, the 24 VAC transformer is placed in series with a relay thatcontrols the HVAC function. However, for power harvesting, a problem isthat when these wires are shorted, there is no voltage across them, andwhen open, there is no current flow. Since power equals voltagemultiplied by current, if either quantity is zero the power that can beextracted is zero. According to some embodiments, the power harvestingcircuitry allows power to be taken from the two wires in both the statesof HVAC—the HVAC “on” and the HVAC “off”.

In the HVAC “off” state, some energy can be harvested from these twowires by taking less energy than would cause the relay to turn on, whichwould cause the HVAC function to erroneously turn on. Based on testing,it has been found that HVAC functions generally do not turn on when(0.040 A*4.5V)=0.180 watts is extracted at the output. So after theinput diodes, capacitors, and switching regulator, this allows us totake 40 mA at 4.5 volts from these wires without turning on the HVACsystem.

In the HVAC “on” state, the two wires must be connected together toallow current to flow, which turns on the HVAC relay. This, however,shorts out the input supply, so our system does not get any power whenthe HVAC “on” switch is closed. To get around this problem, the voltageis monitored on the capacitors 612, 614 and 616 at the input switchingpower supply node 620. When the voltage on these capacitors “C_(in)”drops close to the point at which the switching power supply would “Dropout” and lose output regulation, for example at about +8 Volts, the HVAC“on” switch is turned off and C_(in) is charged. During the time thatC_(in) is charging, current is still flowing in the HVAC relay, so theHVAC relay stays on. When the C_(in) capacitor voltages increases someamount, for example about +16 Volts, the HVAC “on” switch is closedagain, C_(in) begins to discharge while it feeds the switchingregulator, and current continues to flow in the HVAC relay. Note thatC_(in) is not allowed to discharge back to the HVAC “on” switch due toinput diodes 632. When the voltage on C_(in) drops to about +8 Volts theHVAC “on” switch is turned off and the process repeats. This continuesuntil the system tells the HVAC “on” switch to go off because HVAC is nolonger needed. According to some embodiments, the ability of the HVAC“on” switch to turn on and off relatively quickly is provided bycircuitry 450 as shown in and described with respect to FIG. 4 ofco-pending U.S. patent application Ser. No. 13/034,674, entitled“Thermostat Circuitry for Connection to HVAC Systems,” supra, which isincorporated herein by reference.

According to some embodiments, one or more alternative power harvestingtechniques are used. For example, rather than having the HVAC “on”switch turn on when the voltage on C_(in) reaches a certain point, itthe system might turn off the HVAC “on” switch for a predeterminedperiod of time instead. According to some embodiments, power harvestingis enhanced by synchronizing the power harvesting with the AC currentwaveform.

FIG. 6B is a schematic of high voltage low dropout voltage regulatorsused to provide bootstrap power and battery, according to someembodiments. The bootstrap LDO circuitry 680, and battery LDO circuitrycorrespond to the bootstrap LDO 380 and battery LDO 382 in FIG. 3respectively. Rectified input 624 is input to bootstrap circuit 680.According to some embodiments, regulator 670 is low-dropout linearregulator such as the TPS79801 from Texas Instruments. The output power690 is provided to the backplate at 3.0V. The bootstrap disable signal680 can be used to disable the bootstrap power unit, as shown. The input660 comes from VCC main, which can be, for example, from therechargeable battery. According to some embodiments, the low dropoutregulator 662 is a low quiescent current device designed forpower-sensitive applications such as the TLV70030 from TexasInstruments.

FIG. 6C shows a battery charging circuit 675 and a rechargeable battery650, according to some embodiments. The charger 673 is used to chargethe lithium-ion battery 650. In general, li-ion battery capacity dependson what voltage the battery is charged to, and the cycle life depends onthe charged voltage, how fast the battery is charged and the temperatureduring which the battery is charged. Ordinarily, Li-ion batteries arecharged at about 4.2V. In some cases the charging voltage is even higherin an attempt to gain greater capacity, but at the expense of decreasedcycle life. However, in the case of the rechargeable battery 650 for usewith a wall-mounted thermostat, a greater cycle life is preferred overcapacity. High capacity is generally not needed since charging power isavailable via the power harvesting circuitry, and greater cycle life ispreferred since user replacement may be difficult or unavailable. Thus,according to some embodiments, a low charging speed, low final floatvoltage and reduced charging temperature range is preferred. Accordingto some embodiments, a final float voltage of between 3.9V and 4.1V isused. According to some embodiments a final float voltage of less than4.0V is used, such as 3.95V. According to some embodiments, the ratio ofcharge current to total capacity “C” is also controlled, such ascharging the battery to 0.2C (0.2 times the rated capacity) to providebetter cycle life than a higher ratio. According to some embodiments,using a lower charging current aids in avoiding unintended tripping ofthe HVAC relay.

According to some embodiments, charger 673 is a USB power manager andli-ion battery charger such as the LTC4085-3 from Linear Technology.Backplate voltage 671 is input to charger 673. The circuitry 672 is usedto select the charging current. In particular the value of resistor 674(24.9 k) in parallel with resistor 634 (16.9 k) in combination with theinputs Double Current 638 and High Power 628 are used to select thecharging current. If High Power 628 and Double Current 638 are both setto 0, then the charging current is 8.0 mA; if the High Power 628 is setto 0 and Double Current 638 is set to 1, then the charging current is19.9 mA; if the High Power 628 is set to 1 and Double Current 638 is setto 0, then the charging current is 40.1 mA; and if the High Power 628and Double Current 638 are both set to 1, then the charging current is99.3 mA. Resistor 636 is used to set the default charge current. In thecase shown, a 220 k resistor set the default charge current to 227 mA.According to some embodiments, a charge temperature range of 0-44degrees C. is set via the Thermistor Monitoring Circuits.

According to some embodiments, the thermostat is capable of beingpowered by a USB power supply. This could be supplied by a user, forexample, by attaching the thermostat via a USB cable to a computer oranother USB power supply. In cases where USB power supply is available,it is selected as the preferred power source for the thermostat and canbe used to recharge the rechargeable battery. According to someembodiments, a charge current of about 227 mA is used when a USB supplysource is available; a charge current of about 100 mA is used when anHVAC common wire is present; and a charge current of between about 20-40mA is used when power is harvested from an HVAC heating and/or coolingcircuit.

FIG. 7 is a schematic diagram illustrating a solid-state electronic ACswitch with a transformer isolated control input according to someembodiments. Sub-circuit 700 controls a bidirectional power switch,which is an AC switch between terminals 742 and 744, by sending acontrol signal across an isolation barrier 730 as a high frequency ACsignal. The control signal is rectified and filtered and applied to thegates of two N-channel MOSFETs 724 and 725. The switch is on when the DCgate to source voltage of the MOSFETs 724 and 725 is above the thresholdvoltage of the MOSFETs. Both MOSFETs 724 and 725 see essentially thesame gate to source voltage. Additional circuitry is added to turn theswitch off quickly shortly after the control signal is stopped.

Inputs 701 a and 701 b are a logic level clock signal from the MCU, andare preferably differential signals. Inputs 701 a and 701 b generate thefrequency that is coupled across the isolation component. According tosome embodiments, inputs 701 a and 701 b are not at a fixed frequency,but rather a spread spectrum. Input 702 enables the AND gates 703. ANDgates 703 are AND logic gates that generate a buffered AC signal fordriving the transformer 732. An example of a suitable logic componentfor AND gates 703 is a dual buffer/driver such as the SN74LVC2G08 fromTexas Instruments.

An AC coupling capacitor 704 prevents DC current from flowing in thetransformer, which would reduce efficiency and could degrade operationdue to transformer saturation. Resistors 705 a and 705 b work inconjunction with stray capacitances to round the sharp edges of theclock signals, limit instantaneous currents, and damp resonant circuits,and help to reduces EMI (Electromagnetic Interference).

It should be noted that other topologies of driver circuits could beused for 701-705 above, according to other embodiments. The embodimentshown in FIG. 7 has been found to reduce drive power requirements to avery low level.

Transformer 732 includes a primary winding 706 and a secondary winding707. The transformer 732 provides isolation, such that the switch couldbe at a different potential from the control circuitry. According tosome embodiments, transformer 732 is an Ethernet transformer. Ethernettransformers have been found to work well with a very low cost.According to the other embodiments, other styles of transformers couldbe used. According to some embodiments, coupled inductors such asLPD3015 series from Coilcraft are used. According to some embodiments,the transformer 732 is replaced with capacitors, as this is analternative way to get AC energy across a boundary 730.

Transformer 732 has a primary winding 706 to secondary winding 707 turnsratio of 1:1, although other windings ratios can be used according toother embodiments. With ±3 volts across the primary winding of thetransformer, a 1:1 ratio transformer generates about +6 volts of gate tosource voltage on the FETs 724 and 725. A modified push pull topology isshown in FIG. 7. However, according to other embodiments, othertopologies including forward, flyback, and push pull could be used.Resistors 709 a and 709 b work in conjunction with stray capacitances toround sharp edges of the clock signals, limit instantaneous currents,and damp resonant circuits, and help to reduce EMI (ElectromagneticInterference).

AC coupling capacitor 710 accumulates a DC voltage across it in normaloperation which is approximately the output gate to source voltagedivided by 2. Capacitor 710 allows transformer 732 to be used moreeffectively. If capacitor 710 is shorted, then the output voltage may behalf of what it should be.

Bottom diode 711 is on for half the cycle, and enables capacitor 710 tocharge to half the output voltage. Top diode 712 is on for the otherhalf of the cycle, and peak detects the voltage on capacitor 410 withthe voltage across the transformer, resulting in a rectified outputvoltage across capacitor 719.

Circuit 750 is used to enable a fast turn off characteristic. In FIG. 7,when the voltage at the point marked by SWITCH GATE is rising withrespect to the point marked by SWITCH SOURCE, capacitor 713 charges upthrough diode 714. When the voltage at SWITCH GATE drops with respect toSWITCH SOURCE, capacitor 713 pulls down on the emitter of NPN transistor716, which turns on transistor 716, which turns on PNP transistor 717and discharges capacitor 719 (as well as the capacitances of the MOSFETs724 and 725) and quickly turns off the switch. This fast turn offcharacteristic may be useful in an energy harvesting application such asdescribed greater detail in co-pending U.S. patent application Ser. No.13/034,678, (Attorney Docket Number NES0007-US), entitled “ThermostatBattery Recharging” filed on even date herewith, and which isincorporated herein by reference. Capacitor 715 may be helpful in EMIimmunity tests. Resistor 418 prevents PNP transistor 717 from turning ondue to leakage currents.

Resistor 720 discharges the gate source capacitance voltage and tends toturn off the switch, and to hold it off when no control signal ispresent. Gate resistor 722 prevents FETs 724 and 725 from oscillatingdue to their follower topology. Zener diode 723 prevents the gate tosource voltage from going too high, which could damage FETs 724 and 725.

FETs 724 and 725 are the main switching elements in circuit 700. FETs724 and 725 tend to be on when the gate to source voltage is above thethreshold voltage of the FETs, and tend to be off when the gate tosource voltage is less than the threshold voltage. As this is abidirectional AC Switch, two FETs are used, because if only one FET wereused, the switch would be “On” for half of the AC cycle due to the drainto source body diode.

Note that the with the circuit of FIG. 7, the left side of barrier 730is digital logic controlled by the MCU and is ground referenced, whilethe right side of barrier 730 is a floating solid state (using FETs)switch that does not reference a ground. The floating no-groundreference nature of the FET drive advantageously enables connection totwo-transformer systems with shorted (preferably with a fuse) Rc and Rhwires. If the isolation was not present, and the right side was groundreferenced, when one circuit was “on” and the other was “off” the “on”circuit would take power from the “off” circuit. Thus the design asshown in FIG. 7 allows for solid state switching of the HVAC circuitshaving either one or two power transformers without the need forremovable jumpers during installation.

According to some embodiments, circuitry 750 provides for the connectionbetween terminals 742 and 744 to be open very quickly when the controlsignal is received from the driver circuit. According to someembodiments, the fast turn-off circuitry 750 is used for isolated FETdrives for HVAC wires used for power harvesting, such as W (heating) andY (cooling), but is omitted from other isolated FET drives that are notused for power harvesting, such as for Aux, G (fan), and O/B (compressordirection).

Additionally, the circuitry shown in FIG. 7 provides for a failsafe“open,” in that when there is no control signal being received, theconnection between terminals 742 and 744 is in an open state. This is animportant advantage over thermostat designs that use bi-stable relaysfor opening and closing the control circuit. Fast shut off and failsafeopen features allow for safe wiring of the thermostat in HVAC systemhaving two power transformers, such as shown below in FIG. 8A, withoutthe need for a jumper wire to be manually removed.

According to some embodiments, the thermostat carries out currentsensing through the HVAC control circuit by detecting the voltage acrossFETs 724 and 725. Unlike most thermostats, that use mechanical relayshaving virtually no measureable voltage drop to open and close the HVACcontrol circuit for the HVAC function, the thermostat as describedherein uses solid state switching which has enough voltage drop so as toallow for current measurements. In the case of FIG. 7, the voltagemeasurement is made across FETs 724 and 725 (or terminals 742 and 744).The current measurement made in this fashion, according to someembodiments is used to detect faults such as a common wire plugged in tothe wrong terminal (such as a “Y” or “W” terminal). According to someembodiments, a positive temperature coefficient thermistor 760 is usedto detect current by measuring voltage drop, and in the case of wiringfaults the thermistor also acts to limit current flow.

FIGS. 8A-8B are simplified schematic diagrams illustrating a jumperlessthermostat connected to two different HVAC systems, respectivelyaccording to some embodiments. FIG. 8A shows jumperless thermostat 810wired for control to an HVAC system having two power transformers 860and 862. As discussed elsewhere herein, a two-transformer HVAC system iscommonly found in residences and light commercial buildings in which anexisting heating system was subsequently upgraded or has had an airconditioning system installed. Heat power transformer 860 converts 110volt AC power to 24 volt AC power for the heating control circuit 864.Similarly, cooling power transformer 862 converts 110 volt AC power to24 volt AC power for the cooling control circuit 866. Note that the 110or 24 volt levels described above could be different in differentsystems, depending on the location of the building and/or the types ofpower that is available. For example, the 110 volt power could bereplaced by 220 or 240 volts in some geographic locations.

Relay 870 controls the gas valve for the HVAC heating system. Whensufficient AC current flows through the gas valve relay 870, gas in theheating system is activated. The gas valve relay 870 connected via awire to terminal 884, which is labeled the “W” terminal, on thermostat810. Relay 872 controls the fan for the HVAC heating and coolingsystems. When sufficient AC current flows through the fan relay 872, thefan is activated. The fan relay 872 connected via a wire to terminal882, which is labeled the “G” terminal on thermostat 810. Contactor (orrelay) 874 controls the compressor for the HVAC cooling system. Whensufficient AC current flows through the compressor contactor 874, thefan is activated. The contactor 874 connected via a wire to terminal880, which is labeled the “Y” terminal, on thermostat 810. The heatpower transformer 860 is connected to thermostat 810 via a wire toterminal 892, which is labeled the “Rh” terminal. The cooling powertransformer 862 is connected to thermostat 810 via a wire to terminal890, which is labeled the “Rc” terminal.

Thermostat 810 includes three isolated FET drives 830, 832, and 834 forswitching open and close the AC current to each of the relays 870, 872,and 874. Note that according to some embodiments, each of the FET drives830, 832, and 834 are of the design of sub-circuit 700 as shown anddescribed with respect to FIG. 7, and also correspond to the isolatedFET drives 310 in FIG. 3B. Although only three isolated FET drives areshown in FIGS. 8A-8B, according to some embodiments other numbers ofisolated FET drives are provided depending on the number of expectedcontrollable components in the HVAC system where the thermostat isintended to be installed. For example, according to some embodiments, 5to 10 isolated FET drives can be provided.

Drive 830 includes a switching portion 840 for opening and closing theAC current between terminal 880 and terminal 890, thereby controllingthe compressor contactor 874 of the HVAC cooling system. The driveportion 840 is controlled by and isolated from, via a transformer,driver circuit 850. The MCU 820 controls driver circuit 850. Drive 832includes a switching portion 842 for opening and closing the AC currentbetween terminal 882 and terminal 890, thereby controlling the fan relay872 of the HVAC heating and cooling systems. The drive portion 842 iscontrolled and isolated from, via a transformer, driver circuit 852. TheMCU 820 controls driver circuit 852. Drive 834 includes a switchingportion 844 for opening and closing the AC current between terminal 884and terminal 892, thereby controlling the gas valve relay 870 of theHVAC system. The drive portion 844 is controlled by and isolated from,via a transformer, driver circuit 854. The MCU 820 controls drivercircuit 854. Note that although the drive portions 840, 842, and 844 areisolated from the driver circuits 850, 852, and 854 respectively by atransformer, other isolation means could be provided as described withrespect to FIG. 7. Note that due to the design of thermostat 810, theterminals 890 and 892 (i.e. the Rc and Rh terminals) are permanentlyshorted without the use of a removable jumper. According to someembodiments, a safety fuse 836 is provided.

FIG. 8B shows jumperless thermostat 810 wired for control to an HVACsystem having a single power transformer 868 that converts 110 volt ACpower to 24 volt AC power for the control circuit 864. In this case,relays 872 and 874, which control the fan and the compressor,respectively, are both attached to transformer 868. Power transformer868 is connected to thermostat 810 via a wire to terminal 892, which islabeled the “Rh” terminal. Note that since thermostat 810 is designedwith a short between terminals 890 and 892, the power transformer 868could alternatively be connected to thermostat 810 via a wire toterminal 890 (the Rc terminal). Additionally, no jumper needs to beinstalled or removed by a user or installer when using thermostat 810with either a one transformer HVAC system as shown in FIG. 8B or a twotransformer HVAC system as shown in FIG. 8A. However, in cases where thethermostat is connected to two transformers via terminals 890 and 892,depending on the relative phases of the power circuits, voltages of 48to 54 VAC can generate voltages as high as about 80 volts within thethermostat, and therefore the components drive portions 840, 842, and844 should be designed accordingly. For example, according to someembodiments, when thermostat 810 is designed with a short betweenterminals 890 and 682 as shown in FIGS. 8A and 8B, the exposedcomponents are designed such that up to 100 volts can be tolerated.According to some embodiments, other designs, such as shown below inFIGS. 9A-9B and 10A-10B, can be used to avoid relatively high peakvoltages as described.

FIGS. 9A-9B are simplified schematic diagrams illustrating a jumperlessthermostat connected to two different HVAC systems, respectivelyaccording to some embodiments. FIG. 9A shows jumperless thermostat 910wired for control to an HVAC system having two power transformers 960and 962. As discussed elsewhere herein, a two-transformer HVAC system iscommonly found in residences and light commercial building in which anexisting heating system was subsequently upgraded or had had an airconditioning system installed. Heat power transformer 960 converts 110volt AC power to 24 volt AC power for the heating control circuit 964.Similarly, cooling power transformer 962 converts 110 volt AC power to24 volt AC power for the cooling control circuit 966. Note that the 110or 24 volt levels could be different, depending on the location of thebuilding and/or what types of power is available. For example, the 110volts could be 220 or 240 volts in some geographic locations.

Relay 970 controls the gas valve for the HVAC heating system. Whensufficient AC current flows through the gas valve relay 970, gas in theheating system is activated. The gas valve relay 970 connected via awire to terminal 784, which is labeled the “W” terminal, on thermostat910. Relay 972 controls the fan for the HVAC heating and coolingsystems. When sufficient AC current flows through the fan relay 972, thefan is activated. The fan relay 972 connected via a wire to terminal982, which is labeled the “G” terminal on thermostat 910. Contactor (orrelay) 974 controls the compressor for the HVAC cooling system. Whensufficient AC current flows through the compressor contactor 974, thefan is activated. The contactor 974 connected via a wire to terminal980, which is labeled the “Y” terminal, on thermostat 910. The heatpower transformer 960 is connected to thermostat 910 via a wire toterminal 992, which is labeled the “Rh” terminal. The cooling powertransformer 962 is connected to thermostat 910 via a wire to terminal990, which is labeled the “Rc” terminal.

Thermostat 910 includes three isolated FET drives 930, 932, and 934 forswitching open and close the AC current to each of the relays 970, 972,and 974. Note that according to some embodiments, each of the FET drives930, 932, and 934 are of the design of sub-circuit 700 as shown anddescribed with respect to FIG. 7, and also correspond to the isolatedFET drives 310 in FIG. 3B. Although only three isolated FET drives areshown in FIGS. 9A-9B, according to some embodiments other numbers ofisolated FET drives are provided depending on the number of expectedcontrollable components in the HVAC system where the thermostat isintended to be installed. For example, according to some embodiments, 5to 10 isolated FET drives can be provided.

Drive 930 includes a switching portion 940 for opening and closing theAC current between terminal 980 and terminal 990, thereby controllingthe compressor contactor 974 of the HVAC cooling system. The switchingportion 940 is controlled by and isolated from, via a transformer,driver circuit 950. The MCU 920 controls driver circuit 950. Drive 932includes a switching portion 942 for opening and closing the AC currentbetween terminal 982 and terminal 990, thereby controlling the fan relay972 of the HVAC heating and cooling systems. The drive portion 942 iscontrolled and isolated from, via a transformer, driver circuit 952. TheMCU 920 controls driver circuit 952. Drive 934 includes a switchingportion 944 for opening and closing the AC current between terminal 984and terminal 992, thereby controlling the gas valve relay 970 of theHVAC system. The drive portion 944 is controlled by and isolated from,via a transformer, driver circuit 954. The MCU 920 controls drivercircuit 954. Note that although the drive portions 940, 942 and 944 areisolated from the driver circuits 950, 952, and 950 respectively by atransformer, other isolation means could be provided as described withrespect to FIG. 7.

Two normally-closed switches 916 and 926 are provided between the Rcterminal 990 and the Rh terminal 992. Switch 916 is automatically openedwhen the presence of a wire connected to the Rc terminal 990 isdetected, and switch 926 is opened automatically when the presence of awire connected to Rh terminal 992 is detected. According to someembodiments, the switches 916 and 926 are provided using a connector asdescribed in co-pending U.S. patent application Ser. No. 13/034,666(Attorney Docket No. NES0035-US) entitled “Thermostat Wiring Connector,”filed Feb. 24, 2011 and incorporated herein by reference. In particular,switches 926 and 916 can correspond to the switched pairs of secondaryconductors 750 in FIGS. 7C and 746 in FIG. 7D in that co-pending patentapplication. Since, in the case shown in FIG. 9A there are wiresconnected to both Rc and Rh terminals 990 and 992, both switches 916 and926 are opened and the Rc and Rh terminals 990 and 992 are notelectrically connected to each other. Two fuses, 912 and 922 can also beprovided for added safety.

FIG. 9B shows jumperless thermostat 910 wired for control to an HVACsystem having a single power transformer 968 that converts 110 volt ACpower to 24 volt AC power for the control circuit 764. In this case,relays 972 and 974, which control the fan and the compressor,respectively, are both attached to transformer 968. The powertransformer 968 is connected to thermostat 910 via a wire to the Rhterminal 992. Since a wire is connected to Rh terminal 992, the switch926 is open, and since no wire is connected to Rc terminal 990, theswitch 916 is closed. Thus an electrical connection exists between theRc and Rh terminals 990 and 992 as all of the circuitry in thermostat910 that would be connected to the Rc terminal, such as drives 730 and932 are connected to the Rh terminal. Note that a similar configurationwould result if the user attaches the wire 964 into the Rc terminal 990instead of the Rh terminal 992. In that case, switch 916 could beclosed, but switch 926 would be open.

FIGS. 10A-10B are simplified schematic diagrams illustrating ajumperless thermostat connected to two different HVAC systems,respectively according to some alternate embodiments. FIG. 10A showsjumperless thermostat 1010 wired for control to an HVAC system havingtwo power transformers 1060 and 1062. As discussed elsewhere herein, atwo-transformer HVAC system is commonly found in residences and lightcommercial building in which an existing heating system was subsequentlyupgraded or had had an air conditioning system installed. Heat powertransformer 1060 converts 110 volt AC power to 24 volt AC power for theheating control circuit 864. Similarly, cooling power transformer 1062converts 110 volt AC power to 24 volt AC power for the cooling controlcircuit 1066. Note that the 110 or 24 volt levels could be different,depending on the location of the building and/or what types of power isavailable. For example, the 110 volts could be 220 or 240 volts in somegeographic locations.

Relay 1070 controls the gas valve for the HVAC heating system. Whensufficient AC current flows through the gas valve relay 1070, gas in theheating system is activated. The gas valve relay 1070 connected via awire to terminal 884, which is labeled the “W” terminal, on thermostat1010. Relay 1072 controls the fan for the HVAC heating and coolingsystems. When sufficient AC current flows through the fan relay 1072,the fan is activated. The fan relay 1072 connected via a wire toterminal 1082, which is labeled the “G” terminal on thermostat 1010.Contactor (or relay) 1074 controls the compressor for the HVAC coolingsystem. When sufficient AC current flows through the compressorcontactor 1074, the fan is activated. The contactor 1074 connected via awire to terminal 1080, which is labeled the “Y” terminal, on thermostat1010. The heat power transformer 1060 is connected to thermostat 1010via a wire to terminal 1092, which is labeled the “Rh” terminal. Thecooling power transformer 1062 is connected to thermostat 1010 via awire to terminal 1090, which is labeled the “Rc” terminal.

Thermostat 1010 includes switching circuits 1030, 1032, and 1034 forswitching open and close the AC current to each of the relays 1070, 1072and 1074 under the control of MCU 1020. According to some embodiments,the circuits 1030, 1032 and 1034 could be relays. According to otherembodiments, switching circuits 1030, 1032 and 1034 could be implementedusing isolated FET drives such as shown in FIGS. 8A-B and 9A-B. Althoughonly three switching circuits are shown in FIGS. 10A-B, according tosome embodiments other numbers of switching circuits are provideddepending on the number of expected controllable components in the HVACsystem where the thermostat is intended to be installed. For example,according to some embodiments, 5 to 10 switching circuits can beprovided.

According to some embodiments, thermostat 1010 includes two autodetection circuits 1040 and 1042 to detect whether an AC signal is beingapplied to terminals 1090 and 1092 respectively. According someembodiments, a half-bridge sense circuit such as shown and describedwith respect to FIG. 5, is used for each of the auto detection circuits1040 and 1042. As described above in connection with FIG. 5, the senseoutputs of auto detection circuits 1040 and 1042 are connected to themicrocontroller 1020 so that microcontroller 1020 can sense the presenceof a signal on the HVAC lines. Also provided is a switching circuit 1036for opening and closing a connection between the terminals 1090 and 1092depending on whether the thermostat 1010 is installed with an HVACsystem having one or two power transformers. Switching circuit 1036 canbe implemented using a relay, but solid state switching such as usingFETs could be used according to some embodiments. In some embodiments,switching circuit 1036 is controlled by microcontroller 1020.

FIG. 10B shows jumperless thermostat 1010 wired for control to an HVACsystem having a single power transformer 1068. In this case, relays 1072and 1074, which control the fan and the compressor, respectively, areboth attached to transformer 1068. The power transformer 868 isconnected to thermostat 1010 via a wire to terminal 1092, which islabeled the “Rh” terminal. Auto detection using 1040 and 1042 is carriedout while the switching circuit 1036 is open. If AC signals are detectedon both terminals 1090 and 1092, then it is assumed that there are twoseparate HVAC power transformers, such as shown in FIG. 10A. Accordinglythe switching circuit 1036 is left open. If AC signals are detected ononly one of the terminals 1090 and 1092, then it is assumed that thereis only a single HVAC power transformer such as shown in FIG. 10B.Accordingly the switching circuit 1036 is closed. Additionally, nojumper needs to be manually installed or removed when using thermostat1010 with either a one transformer HVAC system as shown in FIG. 10B or atwo transformer HVAC system as shown in FIG. 10A. By providing anauto-detection capability, the thermostat 1010 advantageously does notneed to query so as to be easier to install and avoids problemsassociated with user errors.

According to some embodiments, user input can be used to controlswitching circuit 1036 instead of, or in addition to using autodetection circuits 1040 and 1042. According to such embodiments, userinput is provided via a user interface such as button on the head unitof thermostat 1010 (not shown), and in response, the MCU 1020 opens orcloses the switching circuit 1036. For example, during installation, auser or installer may be queried whether the HVAC system has one or twopower transformers. If the user indicates there are two HVAC powertransformers than the switching circuit 1036 is opened and if the userindicates there is only one HVAC power transformer then switchingcircuit 1036 is closed.

FIG. 11 illustrates a thermostat 1100 according to a preferredembodiment, the thermostat 1100 comprising selected feature combinationsthat have been found to be particularly advantageous for thefacilitation of do-it-yourself thermostat installation, theaccommodation of a variety of different practical installation scenarios(including scenarios where a “C” power wire is not available), theprovisioning of relatively power-intensive advanced interfaces andfunctionalities (e.g., a large visually pleasing electronic display, arelatively powerful general purpose microprocessor, and a reliable Wi-Ficommunications chip) even where a “C” power wire is not available, thefacilitation of operational robustness and durability, compact devicesize, quietness of operation, and other advantageous characteristicsdescribed in the instant disclosure and/or the commonly assignedincorporated applications. In the discussion that follows, the followingHVAC wiring shorthand notations are used: W (heat call relay wire); Y(cooling call relay wire); Rh (heat call relay power); Rc (cooling callrelay power); G (fan call relay wire); O/B (heat pump call relay wire);AUX (auxiliary call relay wire); and C (common wire).

The Rh wire, which leads to one side of the HVAC power transformer (orsimply “HVAC transformer”) that is associated with a heating call relay,can go by different names in the art, which can include heating callswitch power wire, heat call power return wire, heat return wire, returnwire for heating, or return for heating. The Rc wire, which leads to oneside of the HVAC transformer that is associated with a cooling callrelay, can likewise go by different names including cooling call switchpower wire, cooling call power return wire, cooling return wire, returnwire for cooling, or return for cooling. In the case ofsingle-HVAC-transformer systems having both heating and coolingfunctions, it is one and the same HVAC power transformer that isassociated with both the heating call relay and cooling call relay, andin such cases there is just a single wire, usually labeled “R”, leadingback to one side of that HVAC transformer, which likewise can go bydifferent names in the art including call switch power wire, call relaypower wire, call power return wire, power return wire, or simply returnwire.

As illustrated generally in FIG. 11, the thermostat 1100 comprises ahead unit 1102 and a backplate 1104. The backplate 1104 comprises aplurality of FET switches 1106 used for carrying out the essentialthermostat operations of connecting or “shorting” one or more selectedpairs of HVAC wires together according to the desired HVAC operation.The details of FET switches 1106, each of which comprises a dualback-to-back FET configuration, can be found elsewhere in the instantdisclosure and/or in the commonly assigned U.S. Ser. No. 13/034,674,supra. The operation of each of the FET switches 1106 is controlled by abackplate microcontroller 1108 which can comprise, for example, anMSP430 16-bit ultra-low power RISC mixed-signal microprocessor availablefrom Texas Instruments.

Thermostat 1100 further comprises powering circuitry 1110 that comprisescomponents contained on both the backplate 1104 and head unit 1102.Generally speaking, it is the purpose of powering circuitry 1110 toextract electrical operating power from the HVAC wires and convert thatpower into a usable form for the many electrically-driven components ofthe thermostat 1100. Thermostat 1100 further comprises insertion sensingcomponents 1112 configured to provide automated mechanical andelectrical sensing regarding the HVAC wires that are inserted into thethermostat 1100. Thermostat 1100 further comprises a relativelyhigh-power head unit microprocessor 1132, such as an AM3703 Sitara ARMmicroprocessor available from Texas Instruments, that provides the maingeneral governance of the operation of the thermostat 1100. Thermostat1100 further comprises head unit/backplate environmental sensors1134/1138 (e.g., temperature sensors, humidity sensors, active IR motionsensors, passive IR motion sensors, ambient visible light sensors,accelerometers, ambient sound sensors, ultrasonic/infrasonic soundsensors, etc.), as well as other components 1136 (e.g., electronicdisplay devices and circuitry, user interface devices and circuitry,wired communications circuitry, wireless communications circuitry suchas Wi-Fi and/or ZigBee chips) that are operatively coupled to the headunit microprocessor 1132 and/or backplate microprocessor 1108 andcollectively configured to provide the functionalities described in theinstant disclosure and/or the commonly assigned incorporatedapplications.

The insertion sensing components 1112 include a plurality of HVAC wiringconnectors 1114, each containing an internal springable mechanicalassembly that, responsive to the mechanical insertion of a physical wirethereinto, will mechanically cause an opening or closing of one or morededicated electrical switches associated therewith. Exemplaryconfigurations for each of the HVAC wiring connectors 1114 can be foundin the commonly assigned U.S. Ser. No. 13/034,666, supra. With respectto the HVAC wiring connectors 1114 that are dedicated to the C, W, Y,Rc, and Rh terminals, those dedicated electrical switches are, in turn,networked together in a manner that yields the results that areillustrated in FIG. 11 by the blocks 1116 and 1118. For clarity ofpresentation in FIG. 11, the block 1116 is shown as being coupled to theinternal sensing components 1112 by virtue of double lines termed“mechanical causation,” for the purpose of denoting that the output ofblock 1116 is dictated solely by virtue of the particular combination ofHVAC wiring connectors 1114 into which wires have been mechanicallyinserted. More specifically, the output of block 1116, which is providedat a node 1119, is dictated solely by virtue of the particularcombination of C, W, and Y connectors into which wires have beenmechanically inserted. Still more specifically, the output of block 1116at node 1119 is provided in accordance with the following rules: if awire is inserted into the C connector, then the node 1119 becomes the Cnode regardless of whether there are any wires inserted into the Y or Wconnectors; if no wire is inserted into the C connector and a wire isinserted into the Y connector, then the node 1119 becomes the Y noderegardless of whether there is a wire inserted into the W connector; andif no wire is inserted into either of the C or Y connectors, then thenode 1119 becomes the W node. Exemplary configurations for achieving thefunctionality of block 1116 (as combined with components 1112 and wiringconnectors 1114) can be found elsewhere in the instant disclosure and/orin the commonly assigned U.S. Ser. No. 13/034,678, supra. It is to beappreciated that, although mechanical causation for achieving thefunctionality of block 1116 (as combined with components 1112 and wiringconnectors 1114) has been found to be particularly advantageous forsimplicity and do-it-yourself (“DIY”) foolproofing, in other embodimentsthere can be similar functionalities carried out electrically,magnetically, optically, electro-optically, electro-mechanically, etc.without departing from the scope of the present teachings. Thus, forexample, similar results could be obtained by using optically,electrically, and/or magnetically triggered wire insertion sensingcomponents that are coupled to relays or electronic switches that carryout the functionality of block 1116 (as combined with components 1112and wiring connectors 1114) without departing from the scope of thepresent teachings.

Likewise, for clarity of presentation in FIG. 11, the block 1118 is alsoshown as being coupled to the internal sensing components 1112 by virtueof double lines termed “mechanical causation,” for the purpose ofdenoting that its operation, which is either to short the Rc and Rhnodes together or not to short the Rc and Rh nodes together, is dictatedsolely by virtue of the particular combination of HVAC wiring connectors1114 into which wires have been mechanically inserted. Morespecifically, whether the block 1118 will short, or not short, the Rcand Rh nodes together is dictated solely by virtue of the particularcombination of Rc and Rh connectors into which wires have beenmechanically inserted. Still more specifically, the block 1118 will keepthe Rc and Rh nodes shorted together, unless wires have been insertedinto both the Rc and Rh connectors, in which case the block 1118 willnot short the Rc and Rh nodes together because a two-HVAC-transformersystem is present. Exemplary configurations for achieving thefunctionality of block 1118 (as combined with components 1112 and wiringconnectors 1114) can be found elsewhere in the instant disclosure and/orin the commonly assigned U.S. Ser. No. 13/034,674, supra. It is to beappreciated that, although mechanical causation for achieving thefunctionality of block 1118 (as combined with components 1112 and wiringconnectors 1114) has been found to be particularly advantageous forsimplicity and do-it-yourself (“DIY”) foolproofing, in other embodimentsthere can be similar functionalities carried out electrically,magnetically, optically, electro-optically, electro-mechanically, etc.,in different combinations, without departing from the scope of thepresent teachings. Thus, for example, similar results could be obtainedby using optically, electrically, and/or magnetically triggered wireinsertion sensing components that are coupled to relays or electronicswitches that carry out the functionality of block 1118 (as combinedwith components 1112 and wiring connectors 1114) without departing fromthe scope of the present teachings.

As illustrated in FIG. 11, the insertion sensing circuitry 1112 is alsoconfigured to provide electrical insertion sensing signals 1113 to othercomponents of the thermostat 1100, such as the backplate microcontroller1108. Preferably, for each of the respective HVAC wiring terminal 1114,there is provided at least two signals in electrical form to themicrocontroller 1108, the first being a simple “open” or “short” signalthat corresponds to the mechanical insertion of a wire, and the secondbeing a voltage or other level signal (in analog form or, optionally, indigitized form) that represents a sensed electrical signal at thatterminal (as measured, for example, between that terminal and aninternal thermostat ground node). Exemplary configurations for providingthe sensed voltage signal can be found elsewhere in the instantdisclosure and/or in the commonly assigned U.S. Ser. No. 13/034,674,supra. The first and second electrical signals for each of therespective wiring terminals can advantageously be used as a basis forbasic “sanity checking” to help detect and avoid erroneous wiringconditions. For example, if there has been a wire inserted into the “C”connector, then there should be a corresponding voltage level signalsensed at the “C” terminal, and if that corresponding voltage levelsignal is not present or is too low, then an error condition isindicated because there should always be a voltage coming from one sideof the HVAC power transformer (assuming that HVAC system power is on, ofcourse). As another example, if there has been a wire inserted into the“O/B” connector (heat pump call relay wire) but no wire has beeninserted into the “Y” connector (cooling call relay wire), then an errorcondition is indicated because both of these wires are needed for properheat pump control. Exemplary ways for conveying proper and/or improperwiring status information to the user can be found elsewhere in theinstant disclosure and/or in the commonly assigned U.S. Ser. No.13/269,501, supra.

Basic operation of each of the FET switches 1106 is achieved by virtueof a respective control signal (OFF or ON) provided by the backplatemicrocontroller 1108 that causes the corresponding FET switch 1106 to“connect” or “short” its respective HVAC lead inputs for an ON controlsignal, and that causes the corresponding FET switch 1106 to“disconnect” or “leave open” or “open up” its respective HVAC leadinputs for an OFF control signal. For example, the W-Rh FET switch keepsthe W and Rh leads disconnected from each other unless there is anactive heating call, in which case the W-Rh FET switch shorts the W andRh leads together. As a further example, the Y-Rc FET switch keeps the Yand Rc leads disconnected from each other unless there is an activecooling call, in which case the Y-Rc FET switch shorts the Y and Rcleads together. (There is one exception to this basic operation for theparticular case of “active power stealing” that is discussed in moredetail infra, in which case the FET switch corresponding to the HVAClead from which power is being stolen is opened up for very briefintervals during an active call involving that lead. Thus, ifpower-stealing is being performed using the Y lead, then during anactive cooling call the Y-Rc FET switch is opened up for very briefintervals from time to time, these brief intervals being short enoughsuch that the Y HVAC relay does not un-trip.)

Advantageously, by virtue of the above-described operation of block1118, it is automatically the case that for single-transformer systemshaving only an “R” wire (rather than separate Rc and Rh wires as wouldbe present for two-transformer systems), that “R” wire can be insertedinto either of the Rc or Rh terminals, and the Rh-Rc nodes will beautomatically shorted to form a single “R” node, as needed for properoperation. In contrast, for dual-transformer systems, the insertion oftwo separate wires into the respective Rc and Rh terminals will causethe Rh-Rc nodes to remain disconnected to maintain two separate Rc andRh nodes, as needed for proper operation. The G-Rc FET switch keeps theG and Rc leads disconnected from each other unless there is an activefan call, in which case the G-Rc FET switch shorts the G and Rc leadstogether (and, advantageously, the proper connection will be achievedregardless of whether the there is a single HVAC transformer or dualHVAC transformers because the Rc and Rh terminals will be automaticallyshorted or isolated accordingly). The AUX-Rh FET switch keeps the AUXand Rh leads disconnected from each other unless there is an active AUXcall, in which case the AUX-Rh FET switch shorts the AUX and Rh leadstogether (and, advantageously, the proper connection will be achievedregardless of whether the there is a single HVAC transformer or dualHVAC transformers because the Rc and Rh terminals will be automaticallyshorted or isolated accordingly). For heat pump calls, the 0/B-Rc FETswitch and Y-Rc FET switch are jointly operated according to therequired installation-dependent convention for forward or reverseoperation (for cooling or heating, respectively), which convention canadvantageously be determined automatically (or semi-automatically usingfeedback from the user) by the thermostat 1100 as described further inthe commonly assigned PCT/US12/30084, supra.

Referring now to the powering circuitry 1110 in FIG. 11, advantageouslyprovided is a configuration that automatically adapts to the poweringsituation presented to the thermostat 1100 at the time of installationand thereafter in a manner that has been found to provide a goodcombination of robustness, adaptability, and foolproofness. The poweringcircuitry 1110 comprises a full-wave bridge rectifier 1120, a storageand waveform-smoothing bridge output capacitor 1122 (which can be, forexample, on the order of 30 microfarads), a buck regulator circuit 1124,a power-and-battery (PAB) regulation circuit 1128, and a rechargeablelithium-ion battery 1130. In conjunction with other control circuitryincluding backplate power management circuitry 1127, head unit powermanagement circuitry 1129, and the microcontroller 1108, the poweringcircuitry 1110 is configured and adapted to have the characteristics andfunctionality described hereinbelow. Description of further details ofthe powering circuitry 1110 and associated components can be foundelsewhere in the instant disclosure and/or in the commonly assigned U.S.Ser. No. 13/034,678, supra, and U.S. Ser. No. 13/267,871, supra.

By virtue of the configuration illustrated in FIG. 11, when there is a“C” wire presented upon installation, the powering circuitry 1110operates as a relatively high-powered, rechargeable-battery-assistedAC-to-DC converting power supply. When there is not a “C” wirepresented, the powering circuitry 1110 operates as a power-stealing,rechargeable-battery-assisted AC-to-DC converting power supply. Asillustrated in FIG. 11, the powering circuitry 1110 generally serves toprovide the voltage Vcc MAIN that is used by the various electricalcomponents of the thermostat 1100, and that in one embodiment willusually be about 4.0 volts. As used herein, “thermostat electrical powerload” refers to the power that is being consumed by the variouselectrical components of the thermostat 1100. Thus, the general purposeof powering circuitry 1110 is to judiciously convert the 24 VACpresented between the input leads 1119 and 1117 to a steady 4.0 VDCoutput at the Vcc MAIN node to supply the thermostat electrical powerload. Details relating to bootstrap circuitry (not shown), whose purposeis to provide a kind of cruder, less well-regulated, lower-levelelectrical power that assists in device start-up and that can act as akind of short term safety net, are omitted from the present discussionfor purposes of clarity of description, although further information onsuch circuitry can be found in U.S. U.S. Ser. No. 13/034,678, supra.

Operation of the powering circuitry 1110 for the case in which the “C”wire is present is now described. Although the powering circuitry 1110may be referenced as a “power-stealing” circuit in the general sense ofthe term, the mode of operation for the case in which the “C” wire ispresent does not constitute “power stealing” per se, because there is nopower being “stolen” from a wire that leads to an HVAC call relay coil(or to the electronic equivalent of an HVAC call relay coil for somenewer HVAC systems). For the case in which the “C” wire is present,there is no need to worry about accidentally tripping (for inactivepower stealing) or untripping (for active power stealing) an HVAC callrelay, and therefore relatively large amounts of power can be assumed tobe available from the input at nodes 1119/1117. When the 24 VAC inputvoltage between nodes 1119 and 1117 is rectified by the full-wave bridgerectifier 1120, a DC voltage at node 1123 is present across the bridgeoutput capacitor 1122, and this DC voltage is converted by the buckregulator 1124 to a relatively steady voltage, such as 4.45 volts, atnode 1125, which provides an input current I_(BP) to thepower-and-battery (PAB) regulation circuit 1128.

The microcontroller 1108 controls the operation of the poweringcircuitry 1110 at least by virtue of control leads leading between themicrocontroller 1108 and the PAB regulation circuit 1128, which for oneembodiment can include an LTC4085-3 chip available from LinearTechnologies Corporation. The LTC4085-3 is a USB power manager andLi-Ion/Polymer battery charger originally designed for portablebattery-powered applications. The PAB regulation circuit 1128 providesthe ability for the microcontroller 1108 to specify a maximum valueI_(BP)(max) for the input current I_(BP). The PAB regulation circuit1128 is configured to keep the input current at or below I_(BP)(max),while also providing a steady output voltage Vcc, such as 4.0 volts,while also providing an output current Icc that is sufficient to satisfythe thermostat electrical power load, while also tending to the chargingof the rechargeable battery 1130 as needed when excess power isavailable, and while also tending to the proper discharging of therechargeable battery 1130 as needed when additional power (beyond whatcan be provided at the maximum input current I_(BP)(max)) is needed tosatisfy the thermostat electrical power load. If it is assumed for thesake of clarity of explanation that the voltages at the respectiveinput, output, and battery nodes of the PAB regulation circuit 1128 areroughly equal, the functional operation of the PAB regulation circuit1128 can be summarized by relationship I_(BP)=Icc+I_(BAT), where it isthe function of the PAB regulation circuit 1128 to ensure that I_(BP)remains below I_(BP)(max) at all times, while providing the necessaryload current Icc at the required output voltage Vcc even for cases inwhich Icc is greater than I_(BP)(max). The PAB regulation circuit 1128is configured to achieve this goal by regulating the value of I_(BAT) tocharge the rechargeable battery 1130 (I_(BAT)>0) when such charge isneeded and when Icc is less than I_(BP)(max), and by regulating thevalue of I_(BAT) to discharge the rechargeable battery 1130 (I_(BAT)<0)when Icc is greater than I_(BP)(max).

For one embodiment, for the case in which the “C” wire is present, thevalue of I_(BP)(max) for the PAB regulation circuit 1128 is set to arelatively high current value, such as 100 mA, by the microcontroller1108. Assuming a voltage of about 4.45 volts at node 1125, thiscorresponds to a maximum output power from the buck regulator 1124 ofabout 445 mW. Advantageously, by virtue of the rechargeablebattery-assisted operation described above, the powering circuitry 1110can provide instantaneous thermostat electrical power load levels higherthan 445 mW on an as-needed basis by discharging the rechargeablebattery, and then can recharge the rechargeable battery once theinstantaneous thermostat electrical power load goes back down. Generallyspeaking, depending especially on the instantaneous power usage of thelarge visually pleasing electronic display (when activated by the usercoming close or manipulating the user interface), the high-poweredmicroprocessor 1132 (when not in sleep mode), and the Wi-Fi chip (whentransmitting), the instantaneous thermostat electrical power load canindeed rise above 445 mW by up to several hundred additional milliwatts.For preferred embodiments in which the rechargeable battery 1130 has acapacity in the several hundreds of milliamp-hours (mAh) at or near thenominal Vcc voltage levels (e.g., 560 mAh at 3.7 volts), supplying thisamount of power is generally not problematic, even for extended timeperiods (even perhaps up to an hour or more), provided only that thereare sufficient periods of lower-power usage below 445 mW in which therechargeable battery 1130 can be recharged. The thermostat 1100 isconfigured such that this is easily the case, and indeed is designedsuch that the average power consumption is below a much lower thresholdpower than this, as discussed further below in the context of “activepower stealing.”

Operation of the powering circuitry 1110 for the case in which the “C”wire is not present is now described. For such case, in accordance withthe above-described operation of insertion sensing components/switches1112/1116, it will be the Y-lead that is connected to the node 1119 if a“Y” wire has been inserted, and it will otherwise be the W-lead that isconnected to the node 1119 if no “Y” wire has been inserted. Stateddifferently, it will be the Y-lead from which “power is stolen” if a “Y”wire has been inserted, and it will otherwise be the W-lead from which“power is stolen” if no “Y” wire has been inserted. As used herein,“inactive power stealing” refers to the power stealing that is performedduring periods in which there is no active call in place based on thelead from which power is being stolen. Thus, for cases where it is the“Y” lead from which power is stolen, “inactive power stealing” refers tothe power stealing that is performed when there is no active coolingcall in place. As used herein, “active power stealing” refers to thepower stealing that is performed during periods in which there is anactive call in place based on the lead from which power is being stolen.Thus, for cases where it is the “Y” lead from which power is stolen,“active power stealing” refers to the power stealing that is performedwhen there is an active cooling call in place.

Operation of the powering circuitry 1110 for “inactive power stealing”is now described. In the description that follows it will be assumedthat the “Y” wire has been inserted and therefore that power is to bestolen from the Y-lead, with it being understood that similarcounterpart operation based on the “W” lead applies if no “Y” wire hasbeen inserted and power is to be stolen from the W-lead. During inactivepower stealing, power is stolen from between the “Y” wire that appearsat node 1119 and the Rc lead that appears at node 1117. As discussedpreviously, the Rc lead will be automatically shorted to the Rh lead (toform a single “R” lead) for a single-HVAC transformer system, while theRc lead will be automatically segregated from the Rh lead for adual-HVAC transformer system. In either case, there will be a 24 VACHVAC transformer voltage present across nodes 1119/1117 when no coolingcall is in place (i.e., when the Y-Rc FET switch is open). For oneembodiment, the maximum current I_(BP)(max) is set to a relativelymodest value, such as 20 mA, for the case of inactive power stealing.Assuming a voltage of about 4.45 volts at node 1125, this corresponds toa maximum output power from the buck regulator 1124 of about 90 mW. Thepower level of 90 mW has been found to be a generally “safe” powerstealing level for inactive power stealing, where the term “safe” isused to indicate that, at such power level, all or virtually all HVACcooling call relays that are installed in most residential andcommercial HVAC systems will not accidentally trip into an “on” statedue to the current following through the cooling call relay coil. Duringthis time period, the PAB regulator 1128 operates to discharge thebattery 1130 during any periods of operation in which the instantaneousthermostat electrical power load rises above 90 mW, and to recharge thebattery (if needed) when the instantaneous thermostat electrical powerload drops below 90 mW. Provided that the rechargeable battery 1130 isselected to have sufficient capacity (such as 560 mAh at 3.7 volts asdiscussed above), supplying power at above 90 mW (even several hundredmilliwatts more) is generally not problematic even for extended timeperiods (even perhaps up to an hour or more), provided only that thereare sufficient periods of lower-power usage below 90 mW in which therechargeable battery 1130 can be recharged. The thermostat 1100 isconfigured such that the average power consumption is well below 90 mW,and indeed for some embodiments is even below 10 mW on a long term timeaverage.

According to one embodiment, the powering circuitry 1110 is furthermonitored and controlled during inactive power stealing by themicrocontroller 1108 by virtue of monitoring the voltage V_(BR) acrossthe bridge output capacitor 1122 at node 1123 that leads into the buckregulator 1124. For the embodiment of FIG. 11, the voltage VBR ismonitored directly by virtue of an analog to digital converter (“ADC”)that is built into the microcontroller 1108. According to an embodiment,the voltage V_(BR) across the bridge output capacitor 1122 can bemonitored, either on a one-time basis, a periodic basis, or a continuousbasis to assess a general “strength” of the HVAC system with respect tothe power that can be safely provided during inactive power stealing.This assessment can then be used to adjust a determination for themaximum “safe” amount of power that can be provided at the output ofbuck regulator 1124 during inactive power stealing, which can in turn beimplemented by the microcontroller 1108 by setting the maximum inputcurrent I_(BP)(max) of the PAB regulator 1128 for inactive powerstealing. In one particularly advantageous embodiment, at the outset ofan inactive power stealing period (either on a one-time basis afterthermostat installation or on ongoing basis as desired), themicrocontroller 1108 initially sets the maximum current I_(BP)(max) tozero and measures the resultant voltage V_(BR). This “open-circuit”value of V_(BR) will typically be, for example, somewhere around 30volts. The microcontroller 1108 then sets the maximum currentI_(BP)(max) to 20 mA and measures the resultant voltage V_(BR). If thevalue of V_(BR) when I_(BP)(max)=20 mA remains roughly the same as itsopen-circuit value (less than a predetermined threshold difference, forexample), then it is determined that the HVAC system is “strong enough”at the Y-lead to accommodate a higher value for the maximum currentI_(BP)(max), and the microcontroller 1108 increases the maximum currentI_(BP)(max) to 40 mA (corresponding to a maximum “safe” power stealinglevel of about 180 mW assuming 4.45 volts). On the other hand, if thevalue of V_(BR) when I_(BP)(max)=20 mA tends to sag relative to itsopen-circuit value (greater than the predetermined threshold difference,for example), then it is determined that the HVAC system is not “strongenough” at the Y-lead to accommodate an increased maximum currentI_(BP)(max), and its value will remain fixed at 20 mA. Optionally, thisprocess can be repeated to further increase the maximum currentI_(BP)(max) to successively higher levels, although care should be takento ensure by empirical testing with a target population of HVAC systemsthat the cooling call relay will not be tripped at such higher levelsduring inactive power stealing. For one embodiment, the process stopswhen I_(BP)(max)=40 mA, to avoid accidental cooling call relay trippingacross a very large population of HVAC systems.

Operation of the powering circuitry 1110 for “active power stealing” isnow described. In the description that follows it will be assumed thatthe “Y” wire has been inserted and therefore that power is to be stolenfrom the Y-lead, with it being understood that similar counterpartoperation based on the “W” lead applies if no “Y” wire has beeninserted. During an active cooling call, it is necessary for current tobe flowing through the HVAC cooling call relay coil sufficient tomaintain the HVAC cooling call relay in a “tripped” or ON state at alltimes during the active cooling call. In the absence of power stealing,this would of course be achieved by keeping the Y-Rc FET switch 1106 inON state at all times to short the Y and Rc leads together. To achieveactive power stealing, the microcontroller 1108 is configured by virtueof circuitry denoted “PS MOD” to turn the Y-Rc FET switch OFF for smallperiods of time during the active cooling call, wherein the periods oftime are small enough such that the cooling call relay does not“un-trip” into an OFF state, but wherein the periods of time are longenough to allow inrush of current into the bridge rectifier 1120 to keepthe bridge output capacitor 1122 to a reasonably acceptable operatinglevel. For one embodiment, this is achieved in a closed-loop fashion inwhich the microcontroller 1108 monitors the voltage V_(BR) at node 1123and actuates the signal Y-CTL as necessary to keep the bridge outputcapacitor 1122 charged. By way of example, during active power stealingoperation, the microcontroller 1108 will maintain the Y-Rc FET switch inan ON state while monitoring the voltage V_(BR) until it drops below acertain lower threshold, such as 8 volts. At this point in time, themicrocontroller 1108 will switch the Y-Rc FET switch into an OFF stateand maintain that OFF state while monitoring the voltage V_(BR), whichwill rise as an inrush of rectified current charges the bridge capacitor1122. Then once the voltage V_(BR) rises above a certain upperthreshold, such as 10 volts, the microcontroller 1108 will turn the Y-RcFET switch back into in an ON state, and the process continuesthroughout the active power stealing cycling. Although the scope of thepresent teachings is not so limited, the microcontroller 1108 ispreferably programmed to keep the maximum current I_(BP)(max) to arelatively modest level, such as 20 mA (corresponding to a maximum“safe” power stealing level of about 90 mW assuming 4.45 volts)throughout the active power stealing cycle. The circuit elements aredesigned and configured such that the ON-OFF cycling of the Y-Rc FETswitch occurs at a rate that is much higher than 60 Hz and generally hasno phase relationship with the HVAC power transformer, whereby thespecter of problems that might otherwise occur due to zero crossings ofthe 24 VAC voltage signal are avoided. By way of example and not by wayof limitation, for some embodiments the time interval required forcharging the bridge output capacitor 1122 from the lower threshold of 8volts to the upper threshold of 10 volts will be on the order 10 to 100microseconds, while the time that it takes the bridge output capacitor1122 to drain back down to the lower threshold of 8 volts will be on theorder of 1 to 10 milliseconds. It has been found that, advantageously,at these kinds of rates and durations for the intermittent “OFF” stateof the Y-Rc FET switch 1106, there are very few issues brought about byaccidental “un-tripping” of the HVAC cooling call relay during activepower stealing across a wide population of residential and commercialHVAC installations.

According to one embodiment, it has been found advantageous to introducea delay period, such as 60-90 seconds, following the instantiation of anactive cooling cycle before instantiating the active power stealingprocess. This delay period has been found useful in allowing manyreal-world HVAC systems to reach a kind of “quiescent” operating statein which they will be much less likely to accidentally un-trip away fromthe active cooling cycle due to active power stealing operation of thethermostat 1100. According to another embodiment, it has been foundfurther advantageous to introduce another delay period, such as 60-90seconds, following the termination of an active cooling cycle beforeinstantiating the inactive power stealing process. This delay period haslikewise been found useful in allowing the various HVAC systems to reacha quiescent state in which accidental tripping back into an activecooling cycle is avoided. Preferably, the microcontroller 1108implements the above-described instantiation delays for both active andinactive power stealing by setting the maximum current I_(BP)(max) tozero for the required delay period. In some embodiments, the operationof the buck regulator circuit 1124 is also shut down for approximatelythe first 10 seconds of the delay period to help ensure that the amountof current being drawn by the powering circuitry 1110 is very small.Advantageously, the rechargeable-battery-assisted architecture of thepowering circuitry 1110 readily accommodates the above-describedinstantiation delays in that all of the required thermostat electricalpower load can be supplied by the rechargeable battery 1130 during eachof the delay periods.

Although the foregoing has been described in some detail for purposes ofclarity, it will be apparent that certain changes and modifications maybe made without departing from the principles thereof. It should benoted that there are many alternative ways of implementing both theprocesses and apparatuses described herein. Accordingly, the presentembodiments are to be considered as illustrative and not restrictive,and the inventive body of work is not to be limited to the details givenherein, which may be modified within the scope and equivalents of theappended claims.

1. A thermostat configured for automated compatibility with HVAC systemsthat are either single-HVAC-transformer systems or dual-HVAC-transformersystems, the compatibility being automated in that a manual jumperinstallation is not required for adaptation to eithersingle-HVAC-transformer systems or dual-HVAC-transformer systems, thethermostat comprising: a housing; one or more temperature sensorspositioned within the housing for measuring ambient temperature; aplurality of HVAC wire connectors configured for receiving acorresponding plurality of HVAC control wires, wherein the HVAC wireconnectors include a first call relay wire connector, a first powerreturn wire connector, a second call relay wire connector, and a secondpower return wire connector; a thermostatic control circuit coupled tothe one or more temperature sensors and configured to at least partiallycontrol the operation of the HVAC system responsive to a sensedtemperature, the thermostatic control circuit including a firstswitching device that operatively connects the first call relay wireconnector to the first power return wire connector to actuate a firstHVAC function and including a second switching device that operativelyconnects the second call relay wire connector to the second power returnwire connector to actuate a second HVAC function; and an insertionsensing and connecting circuit coupled to said first and second powerreturn wire connectors and configured such that: (i) if first and secondexternal wires have been inserted into the first and second power returnwire connectors, respectively, then the first and second power returnwire connectors are electrically isolated from each other; and (ii)otherwise, the first and second power return wire connectors areelectrically shorted together.
 2. The thermostat of claim 1, whereinsaid insertion sensing and connecting circuit is configured to causesaid electrical isolation of said first and second power return wireconnectors upon a completion of an insertion of both of said first andsecond external wires without requiring a processing function from adigital processor.
 3. The thermostat of claim 2, wherein said insertionsensing and connecting circuit is configured to open a pre-existingelectrical connection between said first and second power return wireconnectors by operation of first and second mechanically actuatedswitches coupled respectively to said first and second power return wireconnectors, each said mechanically actuated switch being actuated by aphysical wire insertion into the associated power return wire connector.4. The thermostat of claim 1, further comprising a common connector anda second sensing circuitry that detects the presence of a common wire inthe common connector, and causes a connection of the common connector toa power extraction circuit if the common wire is inserted, wherein thethermostat extracts power from the common wire if the common wire isinserted.
 5. The thermostat of claim 4, wherein the second sensingcircuitry is configured to detect the presence of a call relay wire in acorresponding call relay wire connector, and cause a connection of thatconnector to the power extraction circuit if (a) the common wire is notinserted, and (b) that call relay wire is inserted.
 6. The thermostat ofclaim 4, wherein the second sensing circuitry is configured to detectthe presence of a first call relay wire in the first call relayconnector, and cause a connection of the first call relay wire to thepower extraction circuit if (a) the common wire is not inserted, and (b)the first call relay wire is inserted.
 7. The thermostat of claim 4,wherein the second sensing circuitry is configured to detect thepresence of a second call relay wire in the second call relay connector,and cause a connection of the second call relay wire to the powerextraction circuit if (a) the common wire is not inserted, and (b) thefirst call relay wire is not inserted.
 8. A method for automatingcompatibility of a thermostat with HVAC systems that are eithersingle-HVAC-transformer systems or dual-HVAC-transformer systems, thecompatibility being automated in that a manual jumper installation isnot required for adaptation to either single-HVAC-transformer systems ordual-HVAC-transformer systems, the thermostat including a plurality ofHVAC wire connectors configured for receiving a corresponding pluralityof HVAC control wires, wherein the HVAC wire connectors include a firstcall relay wire connector, a first power return wire connector, a secondcall relay wire connector, and a second power return wire connector, themethod comprising: operatively connecting the first call relay wireconnector to the first power return wire connector to actuate a firstHVAC function; operatively connects the second call relay wire connectorto the second power return wire connector to actuate a second HVACfunction; if first and second external wires have been inserted into thefirst and second power return wire connectors, respectively, thenelectrically isolating the first and second power return wireconnectors; and otherwise, electrically shorting together the first andsecond power return wire connectors.
 9. The method of claim 8, furthercomprising electrical isolating said first and second power return wireconnectors upon a completion of an insertion of both of said first andsecond external wires without requiring a processing function from adigital processor.
 10. The method of claim 9, further comprising openinga pre-existing electrical connection between said first and second powerreturn wire connectors by operation of first and second mechanicallyactuated switches coupled respectively to said first and second powerreturn wire connectors, each said mechanically actuated switch beingactuated by a physical wire insertion into the associated power returnwire connector.
 11. The method of claim 8, wherein the thermostatfurther including a common connector, wherein the method furthercomprises detecting the presence of a common wire in the commonconnector, and causing a connection of the common connector to a powerextraction circuit if the common wire is inserted, wherein thethermostat extracts power from the common wire if the common wire isinserted.
 12. The method of claim 11, further comprising detecting thepresence of a call relay wire in a corresponding call relay wireconnector, and causing a connection of that connector to the powerextraction circuit if (a) the common wire is not inserted, and (b) thatcall relay wire is inserted.
 13. The method of claim 11, furthercomprising detecting the presence of a first call relay wire in thefirst call relay connector, and causing a connection of the first callrelay wire to the power extraction circuit if (a) the common wire is notinserted, and (b) the first call relay wire is inserted.
 14. The methodof claim 11, further comprising detecting the presence of a second callrelay wire in the second call relay connector, and causing a connectionof the second call relay wire to the power extraction circuit if (a) thecommon wire is not inserted, and (b) the first call relay wire is notinserted.
 15. A thermostat configured for automated compatibility withHVAC systems that are either single-HVAC-transformer systems ordual-HVAC-transformer systems, the compatibility being automated in thatthe thermostat is adapted to either single-HVAC-transformer systems ordual-HVAC-transformer systems without requiring a manual jumperinstallation and without requiring a processing function from a digitalprocessor.
 16. The thermostat of claim 15, wherein the thermostatcomprising: a housing; one or more temperature sensors positioned withinthe housing for measuring ambient temperature; a plurality of HVAC wireconnectors configured for receiving a corresponding plurality of HVACcontrol wires, wherein the HVAC wire connectors include a first callrelay wire connector, a first power return wire connector, a second callrelay wire connector, and a second power return wire connector; athermostatic control circuit coupled to the one or more temperaturesensors and configured to at least partially control the operation ofthe HVAC system responsive to a sensed temperature, the thermostaticcontrol circuit including a first switching device that operativelyconnects the first call relay wire connector to the first power returnwire connector to actuate a first HVAC function and including a secondswitching device that operatively connects the second call relay wireconnector to the second power return wire connector to actuate a secondHVAC function; and an insertion sensing and connecting circuit coupledto said first and second power return wire connectors and configuredsuch that: (i) if first and second external wires have been insertedinto the first and second power return wire connectors, respectively,then the first and second power return wire connectors are electricallyisolated from each other; and (ii) otherwise, the first and second powerreturn wire connectors are electrically shorted together.
 17. Thethermostat of claim 16, wherein said insertion sensing and connectingcircuit is configured to open a pre-existing electrical connectionbetween said first and second power return wire connectors by operationof first and second mechanically actuated switches coupled respectivelyto said first and second power return wire connectors, each saidmechanically actuated switch being actuated by a physical wire insertioninto the associated power return wire connector.
 18. The thermostat ofclaim 15, further comprising a common connector and a second sensingcircuitry that detects the presence of a common wire in the commonconnector, and causes a connection of the common connector to a powerextraction circuit if the common wire is inserted, wherein thethermostat extracts power from the common wire if the common wire isinserted.
 19. The thermostat of claim 18, the second sensing circuitryis configured to detect the presence of a first call relay wire in thefirst call relay connector, and cause a connection of the first callrelay wire to the power extraction circuit if (a) the common wire is notinserted, and (b) the first call relay wire is inserted.
 20. Thethermostat of claim 18, wherein the second sensing circuitry isconfigured to detect the presence of a second call relay wire in thesecond call relay connector, and cause a connection of the second callrelay wire to the power extraction circuit if (a) the common wire is notinserted, and (b) the first call relay wire is not inserted.